Track bills, budget, and net worth. Plan retirement with AI-powered scenario analysis. And leave your family an emergency guide they can actually use — if anything ever happens to you.
Bills, budget, net worth — the rhythm of running a household, in one clear view.
Full year-by-year simulation with tax-aware withdrawals, AI assessment, and scenario comparison.
An emergency guide your family can read in a crisis — what to do, who to call, what's on autopay.
Year-by-year projection across Traditional, Roth, and taxable accounts — with Social Security COLA, RMDs under SECURE 2.0, IRMAA brackets, healthcare inflation, optional LTC, and a sequence-of-returns stress test.
One click hands your whole simulation to the AI and gets back structured findings, not generic advice. Every finding is tied to a specific figure from your plan — the Roth balance that's too small, the Traditional bucket that's shrinking from RMDs, the contribution that's skipping a tax bracket it shouldn't.
Save multiple retirement scenarios — "Retire at 70," "Aggressive growth," "Conservative draw." Compare any 2 or 3 side-by-side with overlaid charts, then ask the AI which scenario wins on which dimension and whether a hybrid would beat them all.
A single page with the financial snapshot, the monthly surplus, bills paid, and the notes that matter when someone else has to take over — who to call first, where the documents are, what's on autopay. Printable. Shareable. Quietly the most important page in the app.
Check off bills as you pay them — history saves automatically. Budget income vs expenses with variance tracking. One click turns your bill categories into a starter budget.
Assets and liabilities in one page. Save a snapshot monthly and watch your net worth trend over time. Accounts, property, investments, insurance, loans — organized how you actually think about them.
The same full app — responsive, touch-friendly, and fast. No native download. Just open it in your browser and sign in.
Snapshot at a glance
Track surplus in real time
Full sim on mobile
Findings & recommendations
Sign up in 30 seconds with just an email. Your data is yours — private by default, never shared.
Start with the pieces you already know — accounts, bills, a rough budget. Refine from there. Nothing is required.
Check off bills, save a net-worth snapshot, tweak your retirement plan. Your history builds up automatically.