There seem to be anomalies when I populate PRC from the simplified inputs page (PRC2024.2.2.4-4). I have attached a PNG with 3 screenshots.
(1) Under Recurring Annual Expenses (Period 2 Expenses) on the simplified inputs page, I entered $40,000 to start in 2030. On the Phased tab under Expenses for Period 2, the amount was populated, but not the year.
(2) Under One-Time Expenses on the simplified inputs page, I entered a $20,000 expense in 2030 for a car. On the Miscellaneous tab under Expenses, it showed up as amount: 2030 and year 2030 (i.e., the $20,000 didn’t populate that tab).
@bob-swettgmail-com You're absolutely correct; the import of these fields has been corrupted and will be fixed in the next update. Thanks for bringing that to my attention!
Stuart
There seems to be another issue:
Asset classes and allocations do not appear on the Tabular Projections->Allocations page as I define them on the Financial Assets->Asset Classes & Allocations page. Attached are some screenshots with fake inputs to demonstrate the issue. For example, I allocate 89% (my TD account) and 100% (spouse TD account) to stocks, but these allocations show up as Bonds in the Tabular projections->Allocations page. Nothing shows up under stocks, nor under Roth even though I allocated funds to them.
@bob-swettgmail-com You need to make sure there is consistency between the asset allocation mode used to define your allocations and the asset allocation columns included in the tabular projection views. Most of those columns pertain only to Mode 2.
Stuart
