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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 2019!
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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- June 14, 2019
- by Emily
How Asset Allocation Is Related to Net Worth and Risk
- June 14, 2019
- by Emily
How Asset Allocation Is Related to Net Worth and Risk
- December 31, 2018
- by Michael
Give Yourself a Raise by Deferring Your Income
- December 7, 2018
- by Emily
How Net Worth Differs from Retirement Planning
- October 16, 2018
- by Michael
Asset Allocation Categories - What You Can Bet On
- June 24, 2018
- by Michael
What Is Special About Net Worth and Why Winners Track Theirs
- April 14, 2018
- by Michael
Net Worth Defined With Precision
- April 9, 2018
- by Emily
Why Higher Income Doesn’t Always Equal Higher Net Worth
- January 9, 2018
- by Michael