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Thanks so much! I use PL for all my own planning too of course, and keeping it around is very much the plan. Is there a particular direction in which you'd lik

Thanks so much! I use PL for all my own planning too of course, and keeping it around is very much the plan. Is there a particular direction in which you'd like to see me build from here? The public roadmap is overflowing with ideas at this point, and I'm curious how folks would rack and stack them.

j45 3y ago
I like that this is a solo-dev project, but there's probably loke, a good chunk of people who like this tool likely have built some kind of spreadsheet or other thing to get close to it and likely know exactly what they would like to see for certain things. Having the abilty to perhaps build our own models and keep them to ourselves, or maybe have them available to share might not be a bad idea. I'm not sure if this is reporting, or setting up a sequence or frequency of payments, etc. Depends on the backend I suppose.
- scubakid 3y ago
  Having a little trouble parsing the specific feature ideas here. It seems like one of them may be an ability to share a read-only view of your plans... but on the other(s) I might need a little more detail.
  - ramses0 3y ago
    Plug-ins. "The Modeling Store": * Startup9000 Simulator * ClassicAutosAsInvestments Simulator * My Personal Stamp Collection API Plug-in (not-public, not-for-sale) Basically, theres enough weird stuff out there that could be a component of someone's financial hopes and dreams, that communities could sprout on being able to enhance around a topic. There's also that first step of needing/wanting to be able to API-into the product to explore the idea to see if it's even something that can be modeled.
  - robertlagrant 3y ago
    Being from the UK, having a plugin layer able to differentiate US from UK implications on finances would be extremely useful. But also as a fellow developer I hate to recommend a level of refactoring that might break you!
    - scubakid 3y ago
      have you seen the UK tax template (plan settings > tax) and account types? curious what additional controls / differentiation you'd like to see.
      - robertlagrant 3y ago
        Ah - no :-) I just read the feature list and didn't dig deeper. Just assumed it was going to be US-only. Impressive if not. How do you keep up?
  - chromatin 3y ago
    > share a read-only view of your plans I think this is because you are conflating "model" and "plan"; whereas the conventional use of plan probably means model, when playing in your Sandbox it looks as if "plan" is model+data. The grandparent poster is describing sharing models.
  - j45 3y ago
    I think the comments below summed it up well. Basically setup my own versions of Roth, or other products. In Canada, TFSA and RRSP are one
    - scubakid 3y ago
      Have you seen the TFSA and RRSP account types? I try to offer as much configurability as I can, but if there are other areas where you'd like to see more of that, definitely let me know.
fishtoaster 3y ago
I can't really think of much to add, honestly! Iirc the last time I was using it heavily, the only issue I was having trouble with was modeling drawdowns of existing funds. It kept drawing down my wife's account to build up mine. It didn't affect the overall outcome (we had the same dollar amount together regardless), but it was a little annoying and made it harder to figure out which account was actually running low. That said, it's extremely possible that I was just doing something wrong and just hadn't configured it correctly. Whenever I get back to it, I'll work up a minimal repro case and ask about it in the discord. :)

j45 3y ago

I like that this is a solo-dev project, but there's probably loke, a good chunk of people who like this tool likely have built some kind of spreadsheet or other thing to get close to it and likely know exactly what they would like to see for certain things. Having the abilty to perhaps build our own models and keep them to ourselves, or maybe have them available to share might not be a bad idea. I'm not sure if this is reporting, or setting up a sequence or frequency of payments, etc. Depends on the backend I suppose.

scubakid 3y ago
Having a little trouble parsing the specific feature ideas here. It seems like one of them may be an ability to share a read-only view of your plans... but on the other(s) I might need a little more detail.
- ramses0 3y ago
  Plug-ins. "The Modeling Store": * Startup9000 Simulator * ClassicAutosAsInvestments Simulator * My Personal Stamp Collection API Plug-in (not-public, not-for-sale) Basically, theres enough weird stuff out there that could be a component of someone's financial hopes and dreams, that communities could sprout on being able to enhance around a topic. There's also that first step of needing/wanting to be able to API-into the product to explore the idea to see if it's even something that can be modeled.
- robertlagrant 3y ago
  Being from the UK, having a plugin layer able to differentiate US from UK implications on finances would be extremely useful. But also as a fellow developer I hate to recommend a level of refactoring that might break you!
  - scubakid 3y ago
    have you seen the UK tax template (plan settings > tax) and account types? curious what additional controls / differentiation you'd like to see.
    - robertlagrant 3y ago
      Ah - no :-) I just read the feature list and didn't dig deeper. Just assumed it was going to be US-only. Impressive if not. How do you keep up?
- chromatin 3y ago
  > share a read-only view of your plans I think this is because you are conflating "model" and "plan"; whereas the conventional use of plan probably means model, when playing in your Sandbox it looks as if "plan" is model+data. The grandparent poster is describing sharing models.
- j45 3y ago
  I think the comments below summed it up well. Basically setup my own versions of Roth, or other products. In Canada, TFSA and RRSP are one
  - scubakid 3y ago
    Have you seen the TFSA and RRSP account types? I try to offer as much configurability as I can, but if there are other areas where you'd like to see more of that, definitely let me know.

fishtoaster 3y ago

I can't really think of much to add, honestly! Iirc the last time I was using it heavily, the only issue I was having trouble with was modeling drawdowns of existing funds. It kept drawing down my wife's account to build up mine. It didn't affect the overall outcome (we had the same dollar amount together regardless), but it was a little annoying and made it harder to figure out which account was actually running low. That said, it's extremely possible that I was just doing something wrong and just hadn't configured it correctly. Whenever I get back to it, I'll work up a minimal repro case and ask about it in the discord. :)