Dashboard
Your complete financial picture
Annual income
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Total assets
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Monthly expenses
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Savings rate
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Accounts overview
Net worth
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Net worth projection
Estimated trajectory at current savings rate
Monthly cashflow
Where your income goes each month
Emergency fund
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Target: 6 months of expenses
Debt payoff calculator
Modules
Accounts
All bank, investment, and manual accounts
Total assets
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Total liabilities
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Net worth
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Financial profile
Enter once — all modules use this automatically
Connected bank accounts
No banks connected yet.
Income & tax — household totals
Monthly expenses — household totals
Assets & accounts — household totals
Budget & Financial Plan
Spending · Goals · Scenarios · Calendar
Total spent
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Monthly income
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Saved
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Savings rate
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gross income basis
Spending by category
My Financial Goals
Credit card optimizer
Find the best cards for your actual spending — powered by live card data
Spending data
Using expense data from your financial profile. Update profile
Drop your CSV or click to browse
Chase · Citi · Amex · Capital One · any standard export
Preferences
Tax optimizer
Personalized tax reduction strategies for 2025
Additional tax details
Big purchase planner
Model every financing path — down payment, loan options, tax impact, budget effect
What are you buying?
🏠
House / Condo
Primary or investment
🚗
Car / Truck
New or used
⛵
Boat / RV
Recreational
Your financial profile
Save your financial profile to see personalized analysis.
Educational analysis only — not financial or tax advice. Consult a financial advisor before making major decisions.
Investment advisor
Portfolio analysis, rebalancing, contribution strategy, and live market opportunities
Holdings by account
Load directly from your linked brokerage, or add manually.
Goals & preferences
Market focus
Retirement projection
Enter your profile and goals above to see your retirement trajectory.
For educational purposes only — not financial advice. Consult a qualified advisor before making investment decisions.
Stock / ETF deep dive
Educational analysis only — not licensed investment advice. Consult a registered investment advisor before making changes.
Settings
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