| What it does | Personal financial planning software for tech professionals
| Budget app that shows what you can spend today
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Paid
| Freemium
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| Free to start with all features unlocked; then Monthly, Yearly (billed yearly, most common option), or Lifetime (one-time payment). Prices set by Apple App Store and Google Play and vary by country.
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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
| - Calculates what you can safely spend today
- Budgets over any period (month, fortnight, custom)
- Multiple accounts, transfers, and net worth tracking
- Recurring rules for rent, salary, and subscriptions
- Search and filters over every transaction
- CSV export of transactions
- Backup and restore via Google Drive, iCloud, or file
- App lock with passcode and biometrics
- Supports 165 currencies and 5 languages
- All data stays on device with optional backup only
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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
| - No bank connection—you manually add transactions, so no credentials to share and nothing to categorize incorrectly
- All data remains on your phone; nothing is uploaded without your permission
- Shows what you can spend today as one clear number derived from remaining funds and days until payday
- Free to start with all features unlocked; you choose whether to pay to continue adding transactions
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | 2 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 1 |
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| Citation Flow (Majestic) | 19 | 19 |
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| Referring domains (Majestic) | 54 | 11 |
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Nauma
Ledgerly