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Version 5.01 released Jan 22, 2003
Release Notes for Version 5.01
The following enhancements were added to this version. All enhancements occur in the Financial Advisor, Personal and Professional editions, unless otherwise noted.
Auto-fill option for custom wages. Added "auto-fill" option for wages (the financial planner may select "level" or "inflation-adjusted" fill).
Allowed specification of Living Expense totals for future years. Changed "Summary Living Expenses" to be allow and entry for each year, and added auto-fill.
Simplified data entry for businesses. Where there is no sale, sale information now is skipped. (Professional Edition only.)
Clarified entry of Self-Employment Income. Made it clearer that people should enter simple service/consulting businesses in the "Family Business" chapter, and clarified that sole proprietorship income entered there has self-employment tax calculated automatically.
Home Equity Line Paid Off in Home Sale. Made it the case that the sale of the marital home automatically pays off the home equity line. Revised the Debt report to mention the payoff of home equity line upon sale of home, but only if it occurs.
Interest-Only Loan. Made the calculation of interest-only loans more precise.
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