Financial Planning Made Easy

Everything you need to understand your finances, make better decisions and face tomorrow with confidence

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(That Doesn't Feel Like Accounting)

Income & Expense Tracking

All Your Accounts In One Place
Banks, Credit Cards, Investments, Loans, etc. across thousands of institutions.
Advanced Search
Search all your accounts and transactions in one place.
Automatic Reconciling
Money movement gets mapped across your accounts. No more double counting, no more noise.
Custom Categories
Categorize your income and expenses any way you like.
Custom Tagging
Tag transactions to easily find them come tax time (home improvements, reimbursable expenses, etc)
Recognize Over Time
Recognize large costs (eg: 6 month tuition payment) as monthly expenses
Split Transactions
Split transactions into different line items (eg: school payment into tuition and books)
Bulk Record Management
Update thousands of transactions automatically with a few clicks.
Multi-Currency Support
Track assets and liabilities in multiple currencies, view them in any base currency.
Smart Transaction Types
Isolate noise by mapping transactions to normal vs. one-time line items.

(Without the Spreadsheets)

Net Worth Tracking

All Your Assets & Liabilities In One Place
Cash, stocks, real estate, crypto, collectibles, credit cards, mortgages, loans and more.
Track Your Net Worth
Track your progress towards your retirement goals over time with automatic valuation updates.
Plan Your Income
Plan your monthly cashflow across the year based on your assets.
Measure Your Returns
Track your cost basis, returns and annualized performance over time across all assets
Measure Buying Power
Understand if increases in your net worth are keeping up with inflation.
Prove Your Wealth
Get a certified report of your wealth that you can share with lenders, landlords and other interested parties.

Data Driven

Risk Management

Understand Your Cash Needs
See how your cash needs change over time, so you can hold exactly the right amount in reserve.
Manage Your Risk
Map out your short-term financial goals and make sure your portfolio is aligned to meet them.
Analyze Your Portfolio
Understand how your portfolio will perform under different macro scenarios.

Data Driven

Retirement Planning

Data Driven Modeling
Model your journey based on real data (not just assumptions). True income, spend and portfolio returns are plugged into your retirement models.
FIRE Model
Understand where you are in your FIRE journey across different levels of financial freedom. See how close you are to reaching each level.
What-If Analysis
See what happens if you delay retirement, there is a market correction, if you move to a lower tax residency, etc.
Portfolio Analysis
Understand your current asset allocation and exposure to different macro scenarios. Understand underlying exposures (eg: know gold miners are linked to commodities, not equities).
Portfolio Comparison
Compare your current portfolio allocations to classic asset allocation strategies (60/40, Dalio All Weather, Awesome Portfolio, Bogle Portfolio, etc)
API-Based Integration
Apply your own data security by connecting dashboards to your own API endpoints, instead of connecting directly to data sources.

Privacy & Security

Privacy By Design
The best way to secure your data is to not collect it in the first place. This is Privacy By Design.
Local Data Storage
All of your data is stored locally on your device by default, where we can't access it.
Encrypted Cloud Storage
Optionally store your data in encrypted format in the cloud to access it from anywhere. We won't be able to read your data.
No Data Resale
No analytics. No profiling. No data resale. No marketing offers. Just software.
Tier-1 Financial Partners
We integrate with your financial accounts using only Tier1 providers like Plaid.
Read Only Access
All data integrations are limited to read-only access.
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