View your complete financial picture from bank statements and screenshots without logging into your bank
Retirement and financial scenario planner with real tax math
Stage
Not given
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Founded
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Based in
CA
US
Pricing model
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Freemium
Pricing
Not given
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.
Key features
Upload bank statements and screenshots for analysis
View spending across all accounts
Track savings and investments
Monitor debt
Calculate net worth
Plan for retirement
Access on iPhone, Android, and web
No bank login required
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
What makes it different
Upload statements without bank login access
Unified view of all financial accounts in one picture
Available across multiple platforms including mobile and web
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
MoneyLens AI
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