Fixes and improvements for the initial release.
Calculation Fixes
- Past expense/paycheck double-counting — Paychecks and recurring expenses with start dates before today are no longer counted toward future projections. Past payments are already reflected in your cash balance.
New Features
- Spouse paycheck support — Add a second income stream in the Setup Wizard and Projections page. Spouse paychecks are included in cash flow projections and monthly savings calculations.
- Partial liquidation — Set a "Liq %" per asset and retirement account on the Dashboard to model selling only a portion of your holdings.
- Capital sales on Dashboard — Planned capital sales (vehicles, property) now appear as rows in the Dashboard table.
- Investments step in Setup Wizard — Optionally add investments during initial setup with automatic ticker detection for stocks, crypto, and other assets.
UI Improvements
- Ko-fi button alignment — Left padding now matches sidebar nav items.
- Stale data indicator — The refresh button dot turns amber when prices are more than 30 minutes old. Updates live throughout the session.
- Sell Date / Purchase Date reordered — Sell Date appears first in the header for a more logical reading order.
- Import page column spacing — Table cells have proper padding for readability.
- Dashboard sticky header — Table header stays visible when scrolling.
- Timeline label overlap — Markers that are close together now stagger labels above and below the track.
Schema
- Bumps schema from
v3tov6. Existing data is automatically migrated. - New users start with an empty platform fee list; fees are auto-populated when importing from known platforms (ComputerShare, Gemini, PayPal, Fidelity).
Tests
- 441 tests (up from 419), covering cash flow projections, partial liquidation, spouse income, and all schema migrations
v3throughv6.