Updates
Jun 14, 2024 –Release
Added
- Display a grid version of each chart
- Export all charts to png files
- Export all grids to csv files
Apr 22, 2024 –Release
Added
- 2024 Capital Gains inclusion rate updated as per 2024 federal budget
Apr 13, 2024 –Release
Added
- Income/Decumulation grid which mirrors the report showing all income streams
- Simple text description of all rules
Apr 2, 2024 –Release
Added
- Employment entries for bonuses programs that may optionally directed to RRSP, DCPP, TFSA, NonRegistered accounts (similar to the Match feature)
- Added Growth and Contributions/Withdrawals to the main grid
Mar 26, 2024 –Release
Added
- GIS and the Allowance support has been added
Mar 10, 2024 –Release
Added
- Entries for investment accounts in current year up to current date
- Run Scenario immediately after quick start
Feb 22, 2024 –Release
Added
- Self Employment options
- Finish months for employment and Start months for pensions, to make that transition seamless
Feb 4, 2024 –Release
Added
- Scenario Comparison now adds side-by-side comparison of any chart
Jan 27, 2024 –Initial Release
Added
- Quick Start for new clients, simple few entries to create a few accounts to get going
Jan 6, 2024 –Beta Release
Added
- Employment entries for Employer matching programs including RRSP, DCPP, TFSA, NonRegistered (eg. stock purchase plan)
- Property entries for depreciation (eg. vehicles) rather than treating as an expense
- Suggestion board for subscriber ideas, with tagging, comments, voting and progress tracking
- News Board for all the latest news
Dec 23, 2023 –Beta Release
Added
- Update 2024 Federal and Provincial Tax Rates and Credits, TFSA/RRSP deduction limits, EI/QEI/QPIP/CPP/QPP deductions
- Nova Scotia add supplemental personal/spousal/age credits (2021-2024)
- Quebec add Pension Income credit
Dec 1, 2023 –Beta Release
Added
- Cash flow charting in a Sankey flow diagram
Nov 23, 2023 -Beta Release
Added
- Annuity Purchases and Income Streams
- Registered, Prescribed and Non-prescribed annuity Accounts
Nov 12, 2023 -Beta Release
Added
- RESP accounts for education planning
- RESP Single and Family Plans
- CESG, CLB, BCTESG, QESI Government Grant support for RESP contributions
- Education Expenses funding for each child/grandchild
- RESP and Education charting
Oct 25, 2023 -Beta Release
Added
- Defined Benefit: add inflation cap and multiplier for those plans that that are only partly indexed
- Non-Registered: add margin value (or %) and rate, so that you can use margin within the accounts and it will be charged correctly
Oct 1, 2023 -Beta Release
Added
- TFFSHA Accounts, funding, deductions, purchase home or close account after time/age limits
Sep 1, 2023 -Beta Release
Added
- Initial release of MyOwnFP to beta. This is to validate functionality and that it all deploys well to the cloud. Please submit any issues to Bugs