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Home Budget
Tracker-
Home Budget Tracker - helps you manage day to day spending. Use it to input receipts, track account balances, stick to your budget, and reconcile statements. Designed to be used by individuals and couples on the go at any stage of life.
Coming in late 2020!
Syncs across all devices.
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Net Worth
Dashboard-
Net Worth Dashboard - where you organize your overall investment portfolio across all your accounts. It computes your current asset allocation (% stocks, % bonds) and compares that to your goals. Assets with publicly traded ticker symbols (stocks, ETFs, and mutual funds) get automatic price updates. Also supports "off line" assets like private funds, individual bonds, and even collectibles.
Works on mobile, tablet and desktop.
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Income/Spending
Simulator-
Income Spending Simulator - projects the course of your financial life. It is useful when considering career changes, major lifestyle choices and retirement (how soon and how wealthy). For numbers oriented people it can be fun to play with as it is designed to be open-ended. The compare mode shows you what a specific change would have on cash flow, asset appreciation, and ending net worth.
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- August 21, 2019
- by Michael
The Inverted Yield Curve and How Well It Predicts a Recession
- August 21, 2019
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The Inverted Yield Curve and How Well It Predicts a Recession
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Is Lump Sum Versus Dollar Cost Averaging Better?
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How Asset Allocation Is Related to Net Worth and Risk
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Negotiation Tactics That Can Boost Your Financial Security
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Trying to Time the Stock Market Is Like Gambling
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What Is Dividend Investing?
- February 13, 2019
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Understanding Total Cost of Ownership - Ignore and Pay the Price
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Credit Cards vs Debit Cards Compared - Risk and Rewards
- December 31, 2018
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Give Yourself a Raise by Deferring Your Income
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- December 7, 2018
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How Net Worth Differs from Retirement Planning
- November 8, 2018
- by Emily
So You Won the Lottery - Is the Lump Sum Payment Best?
- October 16, 2018
- by Michael