Category

Product

Stay up-to-date on new features and product developments.

3 min readMar 4, 2024

Chart Your Course to Financial Independence with Project...

A video walkthrough and introduction to planning for financial independence, retirement, and more, in ProjectionLab.
1 min readNov 17, 2023

Account Settings Page

Explore the new account settings page introduced in ProjectionLab v3.6.2, with self-serve options for managing account details.
1 min readSep 6, 2023

TCJA Sunset, Offset Accounts

Explore the latest ProjectionLab v3.6.1 features with the introduction of offset mortgages and the impact of the impending TCJA sunset on your financial plans.
1 min readJun 5, 2023

Self-Host Your Own Private Deployment

Lifetime users can now self-host their own private deployment. Also, the ProjectionLab marketing site has been redesigned.
1 min readFeb 22, 2023

Monte Carlo Redesign

Unveiling the revamped Monte Carlo interface in ProjectionLab v3.5.1, offering enhanced customization options and updated historical data.
1 min readJan 19, 2023

Tax Planning and Analytics

Explore the new Tax Analytics mode with detailed breakdowns of future income and taxes, improved tax estimation, and a fresh design for the Cash-Flow / Sankey chart.
1 min readDec 30, 2022

Early Access: Tax Analytics

Get a sneak peek into ProjectionLab's new Tax Analytics module, live on the early access site and ready for your feedback!
1 min readOct 11, 2022

Roth Conversions + 72t (SEPP)

Explore the new features in ProjectionLab v3.4.0, including Roth Conversion Ladders and 72t (SEPP) distributions, along with interface improvements for a better planning experience.
2 min readJul 31, 2022

UI Refresh

Explore the new UI enhancements in ProjectionLab v3.3.0, including a streamlined mobile experience, refreshed Monte Carlo interface, and versatile withdrawal strategy modeling.
1 min readJun 25, 2022

Visualize Cash-Flow

Discover the new Sankey visualization in ProjectionLab v3.2.0, enhancing your ability to see and understand yearly cash-flow in a dynamic and interactive format.
2 min readMay 29, 2022

Gift a Subscription

Discover the new gift code feature in ProjectionLab v3.1.0, along with personal touches from the solo developer, enhanced cash-flow options, and the evolving journey of ProjectionLab.
2 min readMar 27, 2022

Fine-Tune Your Plans

Explore ProjectionLab v2.7.0's new features for precision planning, including an enhanced way to define changes over time and a completely revamped milestone system.
 

Disclaimer: The content, tools, and resources on ProjectionLab.com are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. ProjectionLab makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on ProjectionLab are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on ProjectionLab current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on ProjectionLab are provided without any guarantees or warranties of any kind.