Achieve your financial goals

The Financial Planner helps you organize, track, and optimize your finances, so you can reach your goals with confidence. Easily input your income, expenses, assets, and debts, and let the app provide insights, forecasts, and actionable recommendations for saving, investing, and spending.

• Track net worth, cash flow, assets, and liabilities
• Visualize your financial timeline and future projections
• Analyze income and expense streams in detail
• Plan for retirement, major purchases, and debt payoff
• Interactive charts, alerts, and scenario analysis
• Export reports to CSV/PDF and share with advisors
• Designed for individuals, families, and financial coaches
• More features and integrations coming soon!