| What it does | Personal finance, investments and analytics, private by default
| Retirement and financial scenario planner with real tax math
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| Pricing | Free plan includes unlimited income & expense tracking, 1 account, 1 investment portfolio, 2 budgets, 2 recurring payments, 1 open tracker, and 90 days of analytics history. Premium adds unlimited accounts, portfolios, budgets, recurring payments and trackers, full analytics history, shared trackers
| Free: one plan with the full engine and real tax math. Pro: $9 per month or $69 per year, includes more plans, compare two side by side, year's cash flow, Monte Carlo range, Roth conversions, and rentals.
|
|---|
| Key features | - Track income and expenses across multiple account types
- Budgets with alerts
- Investment tracking with crypto, stocks, ETFs, funds, precious metals and property
- Trackers for trips, house moves and instalment plans
- Live market prices for crypto and stocks
- CSV import and export
- Analytics and net worth tracking
- Apple Intelligence for on-device categorization
| - Real tax math with federal brackets, state tax, and FICA calculated each year
- 401(k) and IRA rules including contribution limits and employer match
- Mortgage amortization with property tax and insurance
- Rental property calculations with rent, vacancy, and upkeep
- Social Security adjusted for claim age
- Required minimum distributions with IRS rules
- Roth conversion modeling
- Monte Carlo analysis with market volatility
- Compare two plans side by side
- Spouse planning with separate ages and Social Security claims
|
|---|
| What makes it different | - All data stays on your device with optional sync and no account required
- No ads, no tracking and no third-party integrations
- Combines everyday spending with comprehensive investment tracking in one app
- Free CSV export forever with no lock-in
| - No bank connection required; you enter your numbers manually for complete privacy
- Detailed tax math applied year by year based on actual rules and limits
- One plan stays completely free forever with the full engine
- Compare different life decisions and scenarios on a single chart
- Export or delete your data anytime with no lock-in
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 4 ● no change since last check | 1 ● no change since last check |
| Trust Flow (Majestic) | 7 | 0 |
| Citation Flow (Majestic) | 10 | 23 |
| Referring domains (Majestic) | 3 | 51 |