Requests

You will be able to see historical balances of your assets and liabilities in both graph and table form. There will be the ability to create, edit, and delete these records. This will allow you to track how you're doing against your overall plan!

The first iteration of making the app better for mobile users.

Users will be prompted to update their numbers and we'll provide a short wizard for them to do that. It will update all of their balances in the net worth history page. It will also show you how your future projections have now changed.

We will build out a full page view of your TFSA status. It will have the ability to see headroom over time, contributions and withdrawals, etc.

We will build out a full page view of your RRSP status. It will have the ability to see headroom over time, contributions and withdrawals, etc.

Lots of improvements around adding more clarity to what numbers to enter, what will happen with these numbers, etc.