In Review

Planned

In Progress

Completed

Main Roadmap

Schwab accounts: Transactions will migrate to this app. When it's new investment income on an investment asset, Schwab is vague on where the money came from. Can we add tags to these so we can keep track of which assets earned the investment income?

Susan Forwith

I would like the ability to edit the classification of my transaction in case I make a mistake.

Enable ability to edit transaction classification

Andrew Yang

Convert pre-tax or VAT funds to Roth in-app with just a few clicks.

In-app Roth Conversion

Jeff Nabers

This will track your employee and employer contribution progress throughout the year. Enter your estimate net earnings from self employment for each year. Then you will see your maximum contribution amounts as well as your total contributed for the tax year.With this feature, you will no longer have to open a new tab for <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://solo401k.com/calculator">solo401k.com/calculator</a> and switch back and forth.

Contribution Tracker

We currently use Plaid to connect external third party accounts. Plaid currently doesn't work with Plaid. Find an alternative partner to integrate with Fidelity.

Add ability to add Fidelity to the Nabers app

Integrate with the major payroll providers. This is useful if your business is structured as a corporation and you pay yourself a W-2 salary to make Solo 401k contributions.

Payroll Integration for Contributions

Toggle on privacy mode to share your screen during a workshop.The following items can be masked or randomized:<ul><li>Participant names</li><li>Institution names</li><li>Private asset names</li><li>Account balances</li><li>Avatar image</li></ul>

Privacy Mode (for screen sharing)

Display Account Holdings of Nabers Wealth Bitcoin Vault

See the holdings and transaction history of your self-directed Gemini account in the Nabers app.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1713919594551..png">

Display Self-Directed Gemini Account Balances

View the Bitcoin holdings of your Nabers Wealth Gemini account(s).<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1713919610348..png">

Display Nabers Wealth Gemini Account Balances and History

We currently use Plaid to connect external third party accounts. Solera previously used to work with Plaid but doesn't anymore. Either find an alternative partner to integrate with Solera or push Solera to fix their plaid integration.

Add ability to connect Solera to the Nabers App

Currently there is the ability to classify transactions one by one. It is also a pop-up modal that blocks the entire screen. I'd like a way to view incoming and outgoing txns, txn classification status, and ability to classify multiple txns at once.

Add ability to view and classify multiple txns

I am currently able to connect a brokerage to the Solo401k app such as interactive brokers, tradestation, or charles schwab. But I am unable to add a bank to the Solo401k app.

Connect a bank to Solo401k App

When I am prompted by the transaction classification modal, I am allowed to classify inbound or outbound transactions. However I'm not sure what all the options mean when choosing a classification type.<img class="" src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1718733834759..png"><img class="" src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1718733846828..png">It would be helpful to have some easily accessible hyper-linked article around what these types mean so I can better classify my transactions.

Add article about transaction classification types

This would make Nabers Group accounts appear in Plaid. You would be in another app that aggregates and displays data, where you would use Plaid to link your Nabers accounts.

See your Nabers accounts in external app (via Plaid)

Road Map, Feature Suggestions/Voting, and Bug Reports

Easy on the eyes.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680665170695.png">

Dark Mode

Never enter the same information more than once. If there's a counterparty that you will transact with, save their information for repeat use. Exchanges, title companies, property managers, investment brokers, etc.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680665117500.png">

Saved Payees / Counterparties

Sometimes you need to pay a bill for a private investment. For example, if your Solo 401k directly owns real property, you might need to pay property taxes or repair invoices.For this you can pay in just a couple of clicks, or write a check if you prefer.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664964693.png">

Bill Pay

Your in-app bank accounts have their own routing and account numbers. You can receive wires and deposit checks by mail.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664695143.png"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664704141.png"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664748482.png">

Deposit a Check, Copy Wire Instructions

Your holdings and their related transactions are automatically recorded and associated in-app. Enter valuation updates, categorize your holdings, view asset allocation and wealth accumulation charts.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664523417.png"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664582174.png"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1680664589720.png">