05 March 2024

Fixed

• Fixed bug where data would not save properly when quitting the app.

04 March 2024

This release updates the income tax brackets for all 50 states for the 2024 tax year. (States are typically slow to release this data.) Additionally, this release includes a number of UI refinements, polish, and minor fixes.

New

• Updated state income tax brackets for the 2024 tax year.
• Display total contributions on the 401K Plan screen.
• Display annual totals on the Quarterly Estimated Taxes screen.
• Added a "reset" button to the 401K Plan screen to clear all entries.
• Added a "reset" button to the Deductions screen to clear all entries.
• Added link to view release notes ("What's New?") from within the app.

Changed

• Various UI/UX refinements and polish.
• Enable toolbar customization on macOS.

Fixed

• Fixed issue where data would not save when quitting the app on macOS.
• Various UI/UX minor bug fixes.

03 January 2024

This release drops support for iOS 16 and macOS 13. A minimum of iOS 17 and macOS 14 are now required.

New

• Updated for the 2024 tax year.
• Added option to automatically maximize retirement contributions.
• Redesigned deductions view with option to select either the standard deduction or itemized deductions.
• Expand deductions options with multiple categories instead of a single entry.
• Haptic feedback for iPhone.

Changed

• Redesign retirement contributions view.
• Redesign deductions view.
• Various UI refinements, polish, and new animations.
• Significant improvements to accessibility and voice over support.
• Now requires iOS 17 and macOS 14.

Fixed

• Various minor bug fixes and accuracy improvements for calculations.

16 August 2023

This release drops support for iOS 15 and macOS 12. A minimum of iOS 16 and macOS 13 are now required.

New

• Calculate and display breakdown of quarterly estimated taxes.
• Added option to add calendar events for quarterly estimated taxes.
• Added option to create reminders for quarterly estimated taxes.
• Email support directly from the app.

Changed

• Display current tax year in navigation bar title (iOS) and window title (macOS).
• Various UI refinements and improvements.
• Redesigned Settings.
• Improved copying info on results view (now copies label and value).
• Now requires iOS 16 and macOS 13.

Fixed

• Improved keyboard dismissal on iOS.
• Improved calculations for 401K plan maximum contributions.

31 March 2023

New

• Updated for the 2023 tax year.
• Calculate state taxes for all 50 states and Washington DC.

Changed

• Various UI refinements and improvements.
• Display alert to confirm "Clear All" action on macOS.

Fixed

• Fixed bug where keyboard would not dismiss on iOS.
• Reset 401(k) contribution values when changing tax year.

05 December 2022

Initial release!