| What it does | Open-source budget tracker and personal finance app
| Personal financial planning software for tech professionals
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
| Paid
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| Pricing | Essential: $30/year or $5/month. Includes manual entry, imports, investments, backup export, MCP server, and 2 household seats. Plus: $55/year or $8/month. Adds bank sync, AI features on the company's key, FIRE planner, and 5 household seats. Self-hosting is free forever and includes all features.
| Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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| Key features | - Bank connections via LunchFlow, SimpleFIN, and Monobank
- Automatic transaction categorization with AI learning
- Budget tracking and progress monitoring
- Investment portfolio tracking including crypto
- Multi-currency support with automatic exchange rates
- Family sharing with per-account access control
- AI MCP server for connecting external AI assistants
- Reports and analytics with pivot tables
| - 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
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| What makes it different | - Fully open-source under AGPL-3.0 with auditable code
- Self-host for free with Docker or use cloud starting at $2.50/month
- Bank coverage across 30+ countries
- Bring your own AI or use the built-in assistant
- Data encryption and full user control with no data selling
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 12 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 1 | 10 |
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| Citation Flow (Majestic) | 15 | 19 |
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| Referring domains (Majestic) | 72 | 54 |
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MoneyMatter
Nauma