Features & Functions

We\’ve expanded our Employer Contributions functionality to give you more financial modeling flexibility. Now you can define contributions from employers for both 401k/403b and HSA accounts. In addition, both your defined contributions and employer contributions can be designated either as a fixed amount or as percentage of Income (or any combination of the two), as illustrated below: Just a reminder, …

Expanded \’Employer Contributions\’ at OnTrajectory Read More »

We\’ve just released 2 new features in OnTrajectory. The first is our Home Equity tool, which greatly enhances your ability to track the accumulation of equity over the term of a loan / mortgage. Read all about it here! Second is our IRA Conversion feature – you can now model the conversion of a Traditional IRA to a Roth …

2 Great New Features in OnTrajectory Read More »

You\’ve probably noticed these little guys –>  <– showing up all over OnTrajectory. Each one launches you into a Guide right where you need to be. \’Context-sensitive\’ is what they call it, which really means you don\’t have to go to the Main Menu  to find information — you can get it fast, when you need …

New Feature Alert: More & Better HELP! Read More »

Two new feature enhancements to OnTrajectory this month! Feature 1: Item Re-Ordering Change the order your Income, Expense & Account items appear — just click and drag the \’up/down\’ icon to move items to a new position (note: the top-most \’Deposit Account\’ cannot be moved). Feature 2: Support for Equations You can now use mathematical operators …

New Feature Alert: Item Re-Ordering & Equation Support Read More »

It was a busy year at OnTrajectory, releasing new features at a rate of over once-per-month. As we begin to look to 2017, here\’s a list of the Top-20 Features we added in 2016: Ability to define central effective tax-rates for all items in your model, based on different periods of your life Ability to define a centralized …

Top-20 Features Added to OnTrajectory in 2016 Read More »