I'm using ESPlanner 2.10.3. I thought you'd like to know that in the PDF report/input assumptions/retirement accounts, the amount of my individual retirement account is shown as zero. But it is not. The correct amount shows up in net worth and is taken into account in recommendations, so I think there's a bug in displaying the amount in retirement accounts section of the report.
Elbert
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RSS
Which area do you see as being missed? Some areas a lumped together in retirement.
update to 2.10.7 and see if it was fixed already.
Mother of pearl. I just updated to 2.10.3 two weeks ago. Apparently I've missed 4 updates since then.
Since updates are coming at the astounding rate of 2 a week, is there a way to have ESPlanner automatically check for updates, or do I have check the website every time I use ESPlanner to make sure I'm not using an obsolete version?
And is there a way to find out what changed from version to version? An obviously erroneous value of zero is is fairly easy to spot, but some significant change might not be so obvious.
Thanks,
Elbert
Yes, this new PDF report that came with 2.10 had a number of back-to-back fixes in the report formats. It seems to have calmed down now. There may be one more coming, I'm not sure. But I have heard that it's now believed to be done for awhile.
If you look on the front page of the website, you'll see a "What's New" at the bottom. That shows the fixes. There is also an RSS feed you can use to get update news. Of course you have to use a page like Yahoo or whatever that updates RSS feeds.
An archive of these announcements is in the Announcements section of the Forum.
But I think your safe for awhile.
Dan
Elbert wrote:Mother of pearl. I just updated to 2.10.3 two weeks ago. Apparently I've missed 4 updates since then.
Since updates are coming at the astounding rate of 2 a week, is there a way to have ESPlanner automatically check for updates, or do I have check the website every time I use ESPlanner to make sure I'm not using an obsolete version?
And is there a way to find out what changed from version to version? An obviously erroneous value of zero is is fairly easy to spot, but some significant change might not be so obvious.
Thanks,
Elbert
We don't hold back if there are fixes to be made. The RSS Dan mentions is the best way to get information about updates at the present time.
update to 2.10.7 and see if it was fixed already.
Still displays zero, not the correct amount.
Elbert
Hmm. I'm seeing the correct amount when I run a Single report in the three categories: IRA accounts, ROTH accounts, and Employer accounts. You say your IRA account line is wrong? You are talking about the page with the pie chart, correct?
No. In the pdf report I expand Inputs and Assumptions, then click Retirement Accounts. I have no employer account or roth account, so those values are zeros. But I do have a 403(b), and I think the accumulation in that account should show up in the Individual Retirement Accounts line.
Elbert
The report page you are looking at shows the amounts you entered as inputs on Assets tab in the Retirement folder in ESPlanner inputs. Well, actually, it doesn't show all six input numbers. It only shows the three: specifically it shows the third, the fifth, and the sixth (IRA, Emp. Accounts, and ROTH). I'm not sure why it shows these three and not the first, second, and fourth inputs (401, Keogh, and SRA). I suspect that they will add these at some point or lump together the three categories: Individual, Employer, and ROTH. I think this was discussed at some point. But it's only a display to remind you of what you inputed. I believe they should lump them into the three categories or show all six numbers.
The main point, however, is that any dollars you enter in any of these six slots is being accounted for in the program (even if they are not displayed on that Inputs/Retirement Accounts page, and the total is appearing as Retirement Assets (see Details/ Retirement Accounts. You will see in the right hand column there the total of these accounts, plus any "real" interest accrued, plus the adjustment into "today's dollars." The end of the current year reflects this adjustment into today's dollars. So using defaults, you'd see the addition of 3% real interest (above inflation) and then you'd see the adjustment of 3% for inflation as the figure reflects a year's worth of inflation because the numbers are illustrating what you'd have at the end of that year.
In short, all the numbers are accounted for, but you are only seeing three of the possible six numbers in the Inputs and Assumptions/Retirement Accounts page. This page is only reflecting the inputs, it's not calculating anything. But to make things more clear, I'll suggest to them a fix on this one.
Elbert wrote:No. In the pdf report I expand Inputs and Assumptions, then click Retirement Accounts. I have no employer account or roth account, so those values are zeros. But I do have a 403(b), and I think the accumulation in that account should show up in the Individual Retirement Accounts line.
Elbert
This looks like it was misunderstood in the design of the PDF. It should mimic the input side under Retirement Accounts->Assets tab, four items listed as Individual Deductible Accounts, plus Employer, plus Roth. I'll fix that in the next update.
Thanks. I thought that was probably the intent.
Elbert
Just a friendly reminder that this pdf oversight has not been fixed as of pdf report version 1.15
James