| What it does | Personal financial planning software for tech professionals
| Personal finance app for expense tracking and budgeting with privacy and simplicity
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| HU
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| Pricing model | Paid
| Free trial
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| $59 per year for web and mobile app with all features included. 30-day free trial available with no credit card required.
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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
| - Envelope or Zero-Based budgeting with Budget Assistant
- Bank statement import (OFX, QFX, CSV) with auto-categorization
- Siri voice integration for iPhone expense recording
- Financial reports on spending, income, vendors and cash flow
- Multi-account management for checking, savings, cash, credit cards and loans
- Cross-device synchronization across desktop, laptop and mobile
- Smart credit card and loan handling with automatic repayment planning
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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
| - Privacy-first design requiring no bank connection, only an email address
- Balance between simplicity and power for serious financial planning
- Clean, intuitive interface designed for ease of use
- Flexible usage as either simple tracker or full budgeting tool
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 10 | 3 |
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| Citation Flow (Majestic) | 19 | 20 |
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| Referring domains (Majestic) | 54 | 6 |
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Nauma