Personal financial planning software for tech professionals
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Paid
Pricing
Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
Key features
Bill Tracker - Track recurring bills with AutoPay marking
Income Tracker - Log income sources with pay frequency
Debt Payoff Calculator - Choose avalanche or snowball strategy
Bank Sync via Plaid - Automatic transaction categorization
Bank-Verified Payments - Checks against real bank activity
Budget Health Score - 0-100 score showing spending alignment
Net Worth Tracker - Track assets and debts
Invoicing and A/R - Create and track invoices with online payments
Profit & Loss Summary - Export P&L statements for accounting
Household member accounts - Up to 5 members with shared budget
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
What makes it different
Bank-verified payments confirm actual clearing dates against bank activity
Completely free personal tier with no credit card required
Shared household finances for up to 5 members
Built-in invoicing and business tools without separate apps
Revenue portion supports community aid for basic necessities
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
Nemonix
Nauma