Retirement and financial scenario planner with real tax math
Every rupee you spend. Already in your inbox.
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
IN
Pricing model
Freemium
Free
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.
Not given
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
Auto-track UPI, bank and card transactions from alert emails
Automatic transaction categorisation
Monthly budget tracking and alerts
Recurring subscription and bill detection
Net worth tracking with mutual funds and liabilities
Joint account support
Read-only Gmail connection
Manual transaction entry for cash spending
Per-bank transaction views
Coverage tracking with freshness labels
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
No SMS permission required, reads only bank alert emails
No bank login or Account Aggregator needed
Joint accounts included in single personal view
Automatic mutual fund CAS import from Gmail
Transparent coverage tracking with freshness indicators