Retirement and financial scenario planner with real tax math
Budget app that shows what's coming so you can plan ahead
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Free trial
Pricing
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.
1-week free trial with full access. After trial: $9.99/month or $99.99/year (approximately $8.33/month, saves $19.89 versus monthly)
Key features
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
Bank account connections via Plaid (read-only)
Automatic transaction import and categorization
Recurring bill and subscription detection
Budget alerts and warnings before limit breaks
Savings goals funded by skipped expenses
Forward-looking spending projections
Voice-powered expense entry
AI-assisted expense categorization
iOS home screen widgets
Push notifications for renewals and budget alerts
What makes it different
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
Shows what's coming next with forward-looking spending projections
Automatically detects and tracks recurring bills and subscriptions
Voice-powered expense entry for quick cash tracking
Savings goals that accumulate from skipped expenses
Warns before charges hit with advance notifications
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