We’ve made several improvements to the TIME MACHINE result reports to make them easier to explore, compare, save, and print.

Choose your default TIME MACHINE view

In PREFERENCES, you can now choose which TIME MACHINE report view you want to see by default.

There are three views, depending on how much detail you want:

Summary cash flow
This is the most summarized report. For each year, it shows total cash coming in, total cash going out, and now also Net Worth, including account balances totalled by account type. This is now a complete summary financial report, and it is the new default view for new users.

TimeTable view
This is a more detailed view showing public pension income for each spouse, totals for taxes paid, spending, net savings, along with net worth, and each account's balance, net deposits, and growth. This was previously the default TIME MACHINE view.

Detailed cash flow view
This is the most comprehensive report. It includes detailed tables for Cash flow, Taxes, Balance sheet, Account Gains, and Legacy values. The detailed view breaks out items such as:

      • each source of income and expense
      • taxable income by type
      • taxes paid and tax rates
      • net worth by spouse
      • balances for accounts, loans, and real estate
      • investment growth by account and growth type
      • final taxes, probate, and amounts to be inherited

 

All views now include all charts

Previously, many charts were only available in the TimeTable view.

Now, all three views show all the charts.

You can now also click on 📊 in the table headers to see additional charts for those numbers in the table. Charts make it easy to see the info in the tables. and to understand what is happening in the results.

And as before, you can click on any year to open a detailed report for that year, including Sankey cash flow diagrams.

 

Switch views easily

Whichever view you prefer, you can switch between the Summary, TimeTable, and Detailed views from the bottom navigation bar in the reports.

From that same navigation area, you can also:

    • save your run and scenario
    • download tables to Excel
    • open the full Report download everything to PDF

 

Customizable full Report and PDF

The full Report is now customizable. This feature should be most useful to Advisors who want to provide a PDF report to their clients.

The table of contents on the left lets you navigate the report, choose what will be included in the PDF, and reorder report sections by drag and drop.

You can also save your layout. That means if you hide, show, or reorder report elements, the Report can remember your preferred layout.

You can even save a layout as your default, so future reports open with the same structure whenever possible. Changes to accounts, loans, or other plan details may still affect ordering and visibility, but the Report will do its best to preserve your saved layout. 

 

We hope these changes make the TIME MACHINE results easier to read, explore, and save. Let me know if you have any suggestions for things you want in the reports.