GI
Gilded Plan
In progress
Net Worth Tracking
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!
7
Planned
Mobile Support
The first iteration of making the app better for mobile users.
5
Monthly Update Flow
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.
9
Gift Subscriptions
0
Backlog
TFSA Details
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.
2
RRSP Details
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.
1
Completed
Detailed Graphs
Adding more detail and type of graphs to our projections
12
Better Forms
Lots of improvements around adding more clarity to what numbers to enter, what will happen with these numbers, etc.
10
Plan for Couples' Finances
Enter your partner's income, TFSA, RRSP, and other accounts for accurate joint financial planning.
35
Excess Cash Priorities
Allow the user to specify saving and spending priorities with their leftover cash.
36
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