| What it does | DIY retirement and financial planning with full tax detail and Claude AI assistance
| A planning calendar for your money: bills, paydays and payments on their days, with the balance each day leaves you, weeks and months ahead.
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Freemium
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| Pricing | Free tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
| Free: The calendar with one calendar, repeating items, notes, search, computer and phone access, and calendar app import. Paid yearly: $69 USD a year (save 18%), includes Cash Flow Forecast, What-If Scenarios, Debt Planner, Savings Planner, Investment Planner, Card Rewards Optimizer, Challenges, Rep
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| Key features | - Tax modeling down to lot-level cost basis with capital gains stacking
- Income tax calculation for 41 states and DC with local tax support
- Social Security modeling with earnings test and spousal benefits
- Monte Carlo analysis with thousand trials from real market history
- Claude AI integration for plan building and analysis
- Roth conversion and withdrawal optimizer
- Multi-scenario comparison with detailed scenario diffing
- Real estate modeling with depreciation and rental property analysis
- Family and household modeling with marriage, children, and moves
- Income tracking for salary, RSUs, pensions, and Social Security
| - Calendar view of bills, paydays and planned payments
- Debt Planner to turn payments into a payoff plan with target month
- Savings Planner with goal dates and target paydays
- What-If Scenarios to test purchases before committing
- Integration with Lunch Money and YNAB
- Investment Planner for tracking investment goals
- Card Rewards Optimizer to maximize rewards
- Multi-currency calendar support
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| What makes it different | - Tax-focused planning engine that models actual tax impacts at lot level
- Claude AI integration that builds and updates plans via conversation
- Free core planner with optional paid Claude connector tier
- Variable spending model that adapts annually based on portfolio performance
| - See your exact balance every day for weeks and months ahead, not just today
- Works standalone without connecting to other apps; integrations are optional
- Free plan with full calendar forever after 14-day trial of all features
- Phone app coming soon for iPhone and Android; web version works in phone browser today
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 10 ● no change since last check |
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| Trust Flow (Majestic) | 1 | 3 |
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| Citation Flow (Majestic) | 19 | 13 |
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| Referring domains (Majestic) | 29 | 4 |
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