jeff1
Level 1
12-06-2019
05:50 PM
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The delay is longer with more assets you have, old (prior) and new assets. One change can take a minute or two to see the results. If you are electing out of Bonus, across lets say 30 assets, you are now an hour to find results. There was a suggestion of plugging in a single dummy asset (by class) to test before entering them all, which is a good idea and I will probably try this approach on the next planning session. A far easier approach would be to provide a button to suspend calculation as changes are made. The Dummy asset approach will not work if I'm in the middle of tax season and and all of a sudden a new piece of information comes in and the whole strategy changes. Time is money and I think this is a reasonable request to allow us to suspend calculation.