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Release Notes v21.10.1

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Applicable Products

Overview

These are the release notes for the Filiphant® Household v21.10.1 release. The focus of this release was the following:

  • Increase support of income streams from 10 to 15.
  • Ability to transfer data from an old plan to a new plan.
  • Ability to synchronize the latest assumptions from our website.
  • Usability of the Filiphant-specific menu that’s shown within Excel.
  • Update trademarks to show that they’re now registered.

Enhancements

  • Updates throughout to add functionality for the focus items mentioned above for this release.
  • Any debt/asset maintenance items that are overdue are now highlighted in real-time.

Fixes

  • Show/hide link for the tabular section of Debt/Asset sheet wasn’t always working.
  • Budget sheet had a formula error for future years in limited situations.
  • Updated some cell formatting throughout.
  • Income from Social Security automatically starts at age 62, if retirement is prior to age 62.
  • Minor various fixes were also made throughout.

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.
  • 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.
    • Exporting plan data for an upgrade skips any Budget custom Consistent Expense items that are Linked.
      • Resolution: Before exporting plan data, ensure you have set the Linked custom Consistent Expense item’s Expense Category.
    • Importing plan data from this same software version fails in limited situations. When this situation occurs, the plan will need to be closed without saving and then reopened.