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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 soon!
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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- December 4, 2020
- by Michael
Is It Time to Refinance Your Mortgage
- December 4, 2020
- by Michael
Is It Time to Refinance Your Mortgage
- September 19, 2020
- by Ashley Chorpenning
What to Do When You’re Upside Down on Your Mortgage
- August 28, 2020
- by Ashley Chorpenning
Is Your Home an Investment
- April 3, 2020
- by Michael
Is It Better to Pay Off Your Mortgage or Invest?
- December 18, 2019
- by Ashley Chorpenning
When Does Downsizing Your Home Make Sense?
- July 5, 2019
- by Ashley Chorpenning
Why Home Ownership Is No Longer the American Dream
- June 5, 2019
- by Michael
Home Improvements That Give a Return on Investment
- November 29, 2018
- by Michael
The Rent Spiral - Why Rent Goes Up So Much
- November 19, 2018
- by Emily
Taking Advantage of Perks for First-Time Homebuyers
- September 10, 2018
- by Michael
The Best Timing for a Remodel May Be Opposite What You Think
- August 20, 2018
- by Michael
Does Putting Money Down on a House Make Sense?
- July 31, 2018
- by Emily
Five Ways to Live Rent Free
- November 1, 2017
- by Emily