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 2018!
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.
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.
Fill out the form below and we will send out a password reset link.