Can the retirement accounts detail report be revised so that the individual, employer, and Roth account balances are shown separately? When tweaking special withdrawals, I can't tell how much remains in a specific account type. I only find out when the amount I schedule to withdraw doesn't happen. One can only infer that the specified account type has been depleted.

The above being only a report change and the data being known to the program, it shouldn't be too challenging.

Secondly, on the special withdrawals tab within the program, can you add an option to permit the program to automate which account type to take the withdrawal from? That would be determined by the order of withdrawal specified on the smooth withdrawals tab. The result would be that, if a particular account type is already depleted (or is depleted by the withdrawal) the system would take the withdrawal from the next account type in succession.

That could be accomplished in the app by an additional column labeled "automated" or something to that effect. Alternatively, add a check box on that page specifying to automate account type selection. All special withdrawals would be managed by the system. In that case I would gray out all but one column and maybe change the title column.

I recognize the latter request involves changing the logic of the system, and that you may have other priorities at this time.

If other users can improve on my suggestion, feel free to comment.

Thanks

Chris