Retirement Planner -> Future Outlook starting value

[Cameron Henneke]

In the "Future Outlook" section of Step 2 of the Retirement Planner, my starting value is listed as $0.00.

The help icon says it comes from earliest data available or data from Step 1.  I have my retirement accounts entered (added them in May - so historical record starts then). And the retirement accounts show up in Step 1.  So either I'm not understanding this section correctly, or something else is going on.

If I click "Edit" it prompts me to enter a historical record for Jan 1st.  If possible, it'd be nice if it just uses the values from my earliest historical record in May.

Any ideas?

[Ryan Lillis]

Interesting. This may be a bug but maybe not in the way you're thinking.

Scroll higher on the page to the "Goals & Progress > Set Your Retirement Contribution Goals for the year" section. In the Year dropdown, is 2024 selected? If not, what happens when you change it to 2024? Is it now showing the data from May? If so, that's the expected behavior. 

However, even if the above "fixes" your issue, the bugs that exist/changes that would be needed, are twofold:

1. Primarily: "Starting Value" in the Future Outlook table should not be affected by what dropdown is selected in Goals and Outlook. It's always a "future outlook" and should be based on 2024's data. We will make this correction.
2. Secondarily: If 2023 is an option for you in the dropdown at all, it shouldn't be. Unless you have added historical data from before you started your MoneySwell account, you shouldn't have any data from prior to 2024. Therefore, 2024 should be the only dropdown option to select. Can you confirm if you have any historical data entered from 2023? It sounds like not but confirmation would be nice.

Thank you again for your feedback!

[Cameron Henneke]

Thanks! Glad to know you all are on it!

To confirm: I have no historical data entered in 2023, and 2023 is NOT an option in the dropdown menu - just 2024. 

I recorded a video showing you how my account looks and submitted that through the feedback form.  Hopefully that will help you all as you tracking down what's going on.

Happy to do other troubleshooting steps or test any changes if that's helpful!