Release notes

Base2023_V4

  • General changes from basic version: same file as advanced/pro with some tabs not accessible
  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • Pension: average of the best 5 years calculated automatically
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

Avancee2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

Pro2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report