Personal financial planning software for tech professionals
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
US
Pricing model
Freemium
Paid
Pricing
Free: $0 with two active budgets, budget analytics, any currency, and ready-made budget templates. Premium: $54 (one-time payment) with unlimited budgets, collaboration on budgets, and priority support. Premium also available as monthly or yearly subscription, or lifetime access option.
Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
Key features
Monthly budget planning with income, expenses, and allocations
Project budgets with target amounts and expense tracking
Insights to see financial trends over time
Budget sharing with partners or friends
Support for over 150 world currencies with automatic conversion
Data export to CSV format
Ready-made budget templates
Budget analytics
Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
Monte Carlo simulation to stress-test plans across thousands of market scenarios
Financial projections across decades with instant impact analysis
Investment tracking across multiple accounts with tax treatment analysis
AI plan review to identify gaps and risks in financial strategy
1:1 plan review with 60-minute focused session with team
Financial goals management with dedicated funding strategies
Live Q&A and learning sessions hosted twice a month
What makes it different
Plan before you spend rather than track after spending
Multi-currency support with automatic conversion to main currency
Separate budgets for different life categories and projects
Collaborative budgeting with partners and friends
No bank connection required
Designed specifically for tech professionals with complex equity positions
Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
Forward-looking financial planning application rather than just spending tracking
Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
Kontu
Nauma