Next week, we’re rolling out some visual improvements to OnTrajectory. Once the update is live, you’ll see a cleaner main screen that puts your financial trajectory front and center.
Having trouble finding what you’re looking for? Drop us a note at email@example.com and we’ll be happy to help!
Our motto for this release is “less is more!” After talking with current customers, trial users, and application design experts, we made some adjustments to make the application easier to use, especially for new users:
General decluttering. We simplified the interface by hiding distractions. Less-used features (contact us, calculators, PDF export, etc.) now live under the Menu button. We also retired the Forum and Reward features since those weren’t getting much use.
Expanded main menu. To accommodate the cleaner interface, we’ve expanded and organized the dropdown menu to make it easier to find what you need.
More prominent trajectory results. Your top-level financial projections (chance of success, final balance, etc.) now live on your trajectory chart instead of lower down the page. Notifications will appear in the same area.
Clearer refresh indicator. When you make a change that could impact your scenario’s results, we now hide your outdated chance of success and show a Refresh button next to it. This makes it easy to know when changes are pending while giving you control over when to run the simulation. (We use a manual refresh because an automatic calculation would get annoying when you’re making lots of updates.)
Easier to add Income, Expenses, and Accounts. The “Add Income/Expense/Account” button is now anchored to the bottom of the main screen. Clicking it opens a sliding drawer where you can add one or multiple items. The menu’s contents match the tab you have open: Income, Expenses, or Accounts & Taxes.
Integrated account balance updates. You can now update the Actual Progress for an account directly in your Accounts table. This makes it easy to quickly update multiple account balances without leaving the main screen.
More intuitive Save and Undo buttons. The Save button is now hidden whenever a scenario is able to auto-save. The Undo button is now grayed out when there is nothing to undo.
Anchored menus. Most menus are now anchored to the top or bottom of the screen. Tabs allow you to navigate to other sections of the menu.
We’d love to hear what you think of the changes. If you have feedback or additional improvements to suggest, email us at firstname.lastname@example.org!