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.
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.
In this extravagant simulation - assume a nanny for 5 years, private school K-12, saving for private college, a new car when they are 16, paying for car insurance, a generous allowance, and lavish gifts.
Expenses:
Birth Medical Bills 5000
Furnishing Nursery / Baby Supplies 5000
Vehicle - Upgrade to a boring but safe wagon or SUV 35000
Formula or Breast Pump + Parts + Effort (first year) 200
Diapers 1000
Nanny 5 years, full time 3500
Furnishing Bedroom 4000
Aftercare K-5 (until age 11) 3600
Summer Camps 6000
Food 150
College Savings 600
Tutoring / Activities 300
Clothing 2400
Health Insurance / Co-pays 200
Private School K-12 18000
New Car on 16th birthday 25000
Car Insurance 250
Allowance 300
Lavish Gifts 3000
Income:
Child Tax Credit 2000
Standard deduction effective "bonus", depends on tax bracket 1000