Known Issues

Here is a list of issues (bugs) that we are aware of and working on. If you discover something new please contact us so we can fix it!

V25.5

• None at this time

V25.4

• Upon death, LIRA and LIF balances transfer to the spouse's non-registered fund, when they should transfer to their RIF.

• On newer Macintosh computers, trying to export your data gives an error.

V25.3

• In the Income and Expenses columns on the Snapshot worksheet, Retirement Fund Withdrawals and RRSP Contributions are shown incorrectly in the event that they happen concurrently. The underlying math, the projection and the amounts in the Accounts section of the Snapshot are correct.

• The LIRA/LIF jurisdiction always defaults to Federal after an import and must be manually changed.

V25.2

• Group RRSP contributions are missing from the Snapshot worksheet although the RRSP/RRIF Balance at End of Year is correct.

• LIRA/LIF to RRSP/RRIF unlock transfers are not shown in the Snapshot worksheet although the LIRA/LIF and RRSP/RRIF Balances at End of Year are correct.

• One-time expenses are included in the Expenses on the Snapshot worksheet which results in double counting in the Uses of Cash. The projection calculations in the rest of the spreadsheet are correct.

• In some circumstances the provincial tax tables may not update when the inflation rate is changed in the Dashboard.

• In the Projection Summary  when showing amounts in current dollars, the current value of real estate is calculated using the general inflation rate rather than the real estate inflation rate. This is only significant if you have overridden the general inflation rate for real estate.

• The previous year's tax reconciliation is included in the estate tax for any given year, not the current year's tax reconciliation.

• The As Needed and Last Resort retirement fund withdrawal strategies do not take into account funds in an RRIF.