Notifications
Clear all

Tax Exempt Bonds/Tax Exempt Money Market

4 Posts
2 Users
0 Likes
83 Views
(@kkrupka)
Eminent Member
Joined: 4 years ago
Posts: 15
Topic starter  

Is there any way to print out a MAGI report that would include all things going into MAGI? We have substantial funds in tax exempt, and it would be nice to see a column for that. Right now, I have to back into that number by doing a couple of manual calculations to see what the TE interest is. Just wondering if there's a way to add that? If not, would that be something that could be added into a future update?

TIA


   
ReplyQuote
(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 1015
 

@kkrupka There is currently no way to see the breakdown of any of the MAGI numbers. It's a bit of a messy situation since, as you know, the definition of MAGI varies, depending on what we're talking about. Also, I'm not quite sure whether you're referring to Pralana Online or Pralana Gold since you have licenses for both and this post is in the Pralana Gold forum. Could you please clarify? Going forward, we will be making enhancements to Pralana Online and might very well add this, but it's not likely that Pralana Gold will ever see this type of enhancement.

Stuart


   
ReplyQuote
(@kkrupka)
Eminent Member
Joined: 4 years ago
Posts: 15
Topic starter  

@smatthews51 Thanks for the reply. More so for online, as I'm hoping to migrate fully to that platform at some point. Sorry, I posted in the wrong forum. In the excel version I was able to create my own MAGI report which applied to my situation and I really liked it because I could see everything on one page, but still was missing the TE part. If online was at least able to show TE at some point, that would be fantastic!


   
ReplyQuote
(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 1015
 

@kkrupka OK, thanks for the clarification!

Stuart


   
ReplyQuote
Share: