Table of Contents
Applicable Products
- Filiphant™ Household
- Windows, 32-Bit (Excel): https://filiphant.com/support/download/filiphant-household-latest/?version=v21-1-0-1
- Windows, 64-Bit (Excel): https://filiphant.com/support/download/filiphant-household-latest-2/?version=v21-1-0-2
Overview
These are the release notes for the Filiphant™ Household v21.1.0 beta release. This release includes the following:
- Functionality
- Setup for Retirement or Independence planning
- Setup to include a Spouse or Partner
- Setup to include child(ren)
- Setup to include child(ren) college investment planning
- Setup to include future events for:
- wedding costs
- medical costs
- child(ren)’s car, house, wedding costs
- Setup to use assumption data for the USA
- Customize any assumptions
- Features
- Dashboard
- Lifetime Budget Reserve (cash flow) by year
- Lifetime Net Worth by year
- Current Budget Reserve (cash flow) for months of the year
- Current Budget Expense categories for months of the year
- Current Net Worth for the year
- Current Net Worth breakdown for the year
- Overall Plan’s Future Success Probability
- Overall Projected Possible Retirement Year (and age(s))
- Overall Child College Investments properly funded
- Feature usage
- KPIs (Key Performance Indicators)
- Budget Reserve (cash flow) by year
- Emergency Savings Months by year
- Net Worth ratios by year
- Retirement fund milestones
- Net Worth milestones
- Child College Investment data points
- Worth (Net Worth of assets and debts (liabilities); includes Life Insurance)
- Budget (Yearly Month-Budget with monthly cash flow) by spouse
- Debt | Asset (houses, cars, college payments, jewelry, etc.)
- Income (from employment, business, investment, retirement, social security, etc.)
- Retirement (accounts for 401(k), IRA, Roth, SIMPLE, Pension, etc.)
- Investment (accounts for brokerage, robo-advisor, managed, etc.)
- Banking (accounts for savings, money market, high-yield, CDs, etc.)
- Child College (accounts for 529s, etc.)
- Dashboard
Enhancements
Not Applicable.
Fixes
Not Applicable.
Known Issues
- Installation issues:
- Installers intermittently not completing on older Windows 10 computers.
- Resolution: Turn on compatibility mode for the installer file: How to change the Windows compatibility mode. In the installer file Properties – Compatibility tab, in the Compatibility mode area, check the Run this program in compatibility mode for: checkbox, and select Windows 8 from the dropdown.
- Installers intermittently not completing on older Windows 10 computers.
- Application issues:
- On the Setup sheet, selecting a planning type of Independence results in a run-time error, which means the workbook must be closed and cannot be saved. This doesn’t affect overall usability of the plan as long as the Independence planning type isn’t selected.