every model spec’d & versioned · Concordance-tested changelog →

Model changelog

No silent math changes

When a model’s math changes, you’ll find it here — versioned, dated, and explained. Nothing changes quietly: every entry below comes straight from the model’s published spec, so what you read is what actually shipped.

divorce

current: v1.2.0full spec
  • 1.2.0 (2026-08-14, product-approved): BREAKING — `yearlyData.year`
  • 1.1.0 (2026-08-13, product-approved): fixed the no-divorce baseline
  • 1.0.0: initial as-implemented spec.

eldercare

current: v1.1.0full spec
  • 1.1.0 (2026-08-14, product-approved): BREAKING — `yearlyData[].year`
  • 1.0.1 (2026-08-13, product-approved): BREAKING — removed dead
  • 1.0.0: initial as-implemented spec.

private-school

current: v1.2.0full spec
  • 1.2.0 (2026-08-13, product-approved): BREAKING — removed dead input
  • 1.1.0 (2026-08-13, product-approved): two fixes, one of them a
  • 1.0.0: initial as-implemented spec.

debt-payoff

current: v1.1.0full spec
  • 1.1.0 (2026-08-14, product-approved): payment rollover — a
  • 1.0.0: initial as-implemented spec.

estate-planning

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): three changes, one of them
  • 1.0.0: initial as-implemented spec.

having-a-child

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): fixed the compounding-basis
  • 1.0.0: initial as-implemented spec.

long-term-care

current: v1.1.0full spec
  • 1.1.0 (2026-08-14, product-approved): break-even added months to
  • 1.0.0: initial as-implemented spec.

renovation

current: v1.1.0full spec
  • 1.1.0 (2026-08-14, product-approved): `fundingMethod = "heloc"`
  • 1.0.0: initial as-implemented spec.

rent-vs-buy

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): zero-rate guard (0% mortgage
  • 1.0.0: initial as-implemented spec.

rsu

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): two changes, one of them a
  • 1.0.0: initial as-implemented spec.

salary-jump

current: v1.0.1full spec
  • 1.0.1 (2026-08-13, product-approved): BREAKING — removed dead input
  • 1.0.0: initial as-implemented spec.

second-home

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): break-even now reports the
  • 1.0.0: initial as-implemented spec.

side-business

current: v1.0.1full spec
  • 1.0.1 (2026-08-13, product-approved): BREAKING — removed dead
  • 1.0.0: initial as-implemented spec.

social-security-timing

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): replaced the hardcoded
  • 1.0.0: initial as-implemented spec.

state-income-tax

current: v1.1.0full spec
  • 1.1.0 (2026-08-27): graduated states CA, NY, MA, NJ, VA added with TY2025
  • 1.0.0 (2026-08-27): initial spec — household engine state-tax wave 1a

wedding

current: v1.1.0full spec
  • 1.1.0 (2026-08-13, product-approved): three fixes.
  • 1.0.0: initial as-implemented spec.

83b-election

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — tax pack model 3

annuity-payout

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — longevity mini-pack

arm-vs-fixed

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

auto-loan

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

backdoor-roth

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

biweekly-mortgage

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

burn-rate-runway

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 3 (startup & small business).

capital-gains

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

credit-card-minimum

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

employer-match

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

equipment-lease-vs-buy

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 3 (startup & small business).

espp

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

extra-payment

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

inherited-ira-10-year

current: v1.0.0full spec
  • 1.0.0 (2026-08-29) — first release, with the Estate & legacy

iso-exercise

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — tax pack model 1

life-insurance-needs

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — longevity mini-pack

loan-comparison

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

longevity-horizon

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — longevity mini-pack

option-pool

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 3 (startup & small business).

plan529-superfunding

current: v1.0.0full spec
  • 1.0.0 (2026-08-29) — first release, with the Estate & legacy

pmi-removal

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

points-break-even

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 1 (loans & credit).

qcd

current: v1.0.0full spec
  • 1.0.0 (2026-08-29) — first release, with the Estate & legacy

qsbs-exclusion

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — tax pack model 2

quarterly-estimates

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

retirement-income-cliffs

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — tax pack model 5

rmd

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

roth-conversion-ladder

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 2 (retirement & tax).

safe-dilution

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 3 (startup & small business).

sba-loan-cost

current: v1.0.0full spec
  • 1.0.0 (2026-08-14): initial spec — Pack 3 (startup & small business).

ssa-pia

current: v1.0.0full spec
  • 1.0.0 (2026-08-27): initial spec — WS2.4 benefit formulas, 2026

step-up-vs-gift-now

current: v1.0.0full spec
  • 1.0.0 (2026-08-29) — first release, with the Estate & legacy

wash-sale

current: v1.0.0full spec
  • 1.0.0 (2026-08-16): initial spec — tax pack model 4

Models that haven’t needed a change

The rest of the catalog is still on the version it launched with — the math has held up as shipped:

529-college-savings v1.0.0, down-payment v1.0.0, emergency-fund v1.0.0, fire v1.0.1, mega-backdoor-roth v1.0.0, one-income v1.0.0, refinance v1.0.0, relocation v1.0.0, roth-vs-traditional v1.0.1, sabbatical v1.0.0, student-loan-payoff v1.0.0, windfall v1.0.1

See all models, contracts, and the verification method at /models.