Dear MoneyReady App users,

Updates in the last month::

Save up to 6 runs.
You can now save up to 6 runs of the TIME MACHINE (per user or client). A list of your saved runs is shown on your dashboard. Advisors should save the runs they want clients to see on their dashboard when the client logs in.

Annotate saved runs.
You can add a description for each run saved. We provide a rich-text editor that you can use to make formatted annotations/comments that will be shown above the TIME MACHINE results and at the top of the report for the saved run.

Compare runs.
Saved runs can be compared pairwise. Additional graphs with the difference between the two runs are shown, where applicable.

Expand graphs.
Click on a graph in the TIME MACHINE results to expand it to the full size of the browser window, or to return to the original view.

Input tables in Excel workbook.
Input tables such as INVESTMENTS, INCOMES, EXPENSES, PRIORITIES, etc. are now included in the Excel download of any TIME MACHINE run.

An additional loan modification stategy.
You can now modify term loans to increase the payment by a given percentage on each of the loan’s anniversaries between any two dates.

These improvements were user-suggested or inferred from your questions and feedback, so thank you and keep them coming! This is your financial plannning app, Canada. Whether you're DIY or an advisor helping others to reach their financial goals, we're here to help.

Elisabeth Tillier, Ph.D.
Head of MoneyReady