| What it does | Personal financial planning software for tech professionals
| Desktop app for organizing income, expenses, budgets, subscriptions, and goals
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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 | Paid
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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| Key features | - 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
| - AI insight that detects patterns and recurring expenses
- Budget guard with visual warnings before overspending
- Guided onboarding that builds your first month
- Real transaction editor with amount, date, category, account, merchant, tags, notes
- Reports with charts for category, monthly trend, savings, and extraordinary expenses
- Local-first data storage with optional account sync
- Control of recurring income, fixed and variable expenses, extraordinary movements, and monthly budget
- Google login for account creation
- Windows desktop application
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| What makes it different | - 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
| - Local-first by default, no account required to start
- Complete financial workspace in one compact, actionable view
- Build your first budget in minutes with guided onboarding
- Everything stays connected in one workspace
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | 4 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 6 |
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| Citation Flow (Majestic) | 19 | 19 |
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| Referring domains (Majestic) | 54 | 22 |
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Nauma
Flytivy Personal Finance