| What it does | Retirement and financial scenario planner with real tax math
| 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 | US
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| Pricing model | Freemium
| Freemium
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| 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.
| 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 | - 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
| - 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 | - 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
| - 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) | 1 ● no change since last check | 10 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 3 |
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| Citation Flow (Majestic) | 23 | 13 |
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| Referring domains (Majestic) | 51 | 4 |
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