Your all-in-one personal finance dashboard.
Your complete financial picture, simplified. Add your assets (what you own) and liabilities (what you owe) to calculate your real-time net worth.
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Track your monthly income and expenses to see where your money is going.
Carry Over From Previous Month
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Total Funds Available
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See your financial future. Avoid surprises. Add recurring and single transactions to project your account balance over the next 90 days.
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Create savings goals and track your progress based on your monthly budget.
Create a goal on the left and set your monthly savings amount to start your plan.
Make smarter moves. Keep more of your money.
See the estimated tax impact of selling an investment before you act. This tool uses the First-In, First-Out (FIFO) method.
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Decide between Traditional (pre-tax) and Roth (post-tax) contributions by modeling their future growth.
Your financial planning and tracking co-pilot. Compare payoff strategies like Avalanche and Snowball to eliminate your debt faster.
Add a debt to get started!
Pays highest interest first. Saves the most money.
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Pays smallest balance first. Builds momentum.
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Enter a monthly budget to see your payoff plans.
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Add debts and log payments to see your updated forecast.
Use historical data and Monte Carlo simulation to visualize your financial future.
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Compares the sustainable retirement income generated by two different claiming strategies.
Running simulations...
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Adjust variables to project your portfolio's future value in today's dollars.
Baseline return & volatility are based on 50+ years of historical data.
Savings are reinvested.
Poor Outcome (10th)
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Lower Quartile (25th)
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Median Value (50th)
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Upper Quartile (75th)
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This is your personalized set of simulations for recording, planning and improving your financial life. All of your data is saved privately and securely via encryption to your account. The tools are to provide comparisons and guidance so that you make the best financial decisions.
If you find these tools valuable, please consider supporting their continued development. A small contribution helps cover costs and allows me to build new features!
☕ Buy Me a Coffee"How to Retire" by Christine Benz
A modern, actionable guide to retirement planning, focusing on a sustainable process from a trusted voice in finance.
Learn more on Amazon →"The All-Weather Retirement Portfolio: Your Post-Retirement Investment Guide to a Worry-Free Income for Life" by Randy L. Thurman
You can have it all- not just more income to spend in your retirement...
Learn more on Amazon →Scenario A: Yearly Lump Sum vs. Scenario B: Variable Frequency