Until now, your everyday expenses ran for life in your plan. Rent while you wait for your BTO, or childcare that ends when your child starts school, can now go in as temporary expenses. Say how often you pay and when it stops, and your plan leaves it out after that.
Expecting a lump sum, like an inheritance or a policy payout? Add it as ad hoc income with the date you expect it. We count it in your cash that year, with no tax or CPF taken off.
Renting until your flat is ready, or paying for childcare? Add it with an end date and your plan stops counting it after that.
Expecting an inheritance or a policy payout? Add it with a date and we count it in your cash that year.
Hold the same stock at two brokers? Each broker now keeps its own holding, instead of one overwriting the other.
Smaller things you might notice.
6 fixes, in two groups.
Clearer expense labels, and phone forms that stay above the keyboard.
Prices for Singapore and Hong Kong stocks, share counts in reviews, and catching up skipped rows.
Perfingo