| What it does | Spreadsheet-style cashflow manager
| 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 | Free: $0/forever with 1 worksheet, desktop app (offline), and all core features. Premium: $6/month (billed yearly at $72/year or $9/month), includes unlimited worksheets, cross-device sync, mobile app access, web and desktop access, and priority support. 30-day free trial available with no credit ca
| Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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| Key features | - Continuous timeline view of past, present, and future financial life
- Automatic projection of recurring income and expenses
- Multi-currency and cryptocurrency support
- 100% offline desktop app with optional encrypted sync
- Cross-device sync for Premium users
- CSV and JSON import and export with no lock-in
- Mobile app for quick transaction capture
- Works on Web, Windows, macOS, Linux, iOS, and Android
- No signup or bank credentials required to start
| - 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 | - No signup, no bank linking, and works completely offline without any data selling or tracking
- Automatic recurring transaction projection so every future date shows your actual expected balance
- Single continuous timeline showing entire financial life instead of pages or months to click through
- Full data ownership with import/export in CSV and JSON preventing any vendor lock-in
| - 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) | 9 ▲ +1 (up) since last check | 12 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 18 | 10 |
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| Citation Flow (Majestic) | 19 | 19 |
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| Referring domains (Majestic) | 53 | 54 |
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TinyCashflow
Nauma