Make real financial progress.
Our features are designed for an efficient & effective financial routine.
So say good-bye to tracking every transaction. Because life’s too short to live in a spreadsheet.
Assets & Liabilities
One-click sync across all your accounts
- One-click Account Syncing
- Online & Offline Accounts
- Update Frequency Rules & Reminders
- Net Worth Tracking
Assets & Liabilities
One-click sync across all your accounts
- One-click Account Syncing
- Online & Offline Accounts
- Update Frequency Rules & Reminders
- Net Worth Tracking
“
I want to see all my accounts in one place. But I also want to track my financial history, see my progress over time, and maintain total control.”
Budget Planner
Once a month updates to keep you on track
- Set goals for income, saving, & spending
- Track spending by account or category
- One update in minutes a month
- Review progress & stay on track
Budget Planner
Once a month updates to keep you on track
- Set goals for income, saving, & spending
- Track spending by account or category
- One update in minutes a month
- Review progress & stay on track
“
Tracking every transaction doesn’t work for me. I just want a manageable plan for income, saving, and spending, and to make sure I’m on pace.”
Financial Priorities
Your action plan for holistic financial progress
- Follow a customized, CFP-reviewed action plan
- A prioritized checklist shows you what to do next
- Educational content organized by topic
- Save your personal notes to each article
Financial Priorities
Your action plan for holistic financial progress
- Follow a customized, CFP-reviewed action plan
- A prioritized checklist shows you what to do next
- Educational content organized by topic
- Save your personal notes to each article
“
I want to achieve long-term financial success. I want the confidence of knowing I’m taking the right steps, in the right order, to get me where I want to go.”
Retirement Planner
Your dashboard for long-term plans
- Estimate your needs & retirement timeframe
- Experiment with different scenarios
- Set annual goals & see your progress
- Track & understand your historical performance
Retirement Planner
Your dashboard for long-term plans
- Estimate your needs & retirement timeframe
- Experiment with different scenarios
- Set annual goals & see your progress
- Track & understand your historical performance
“
I want to know how much I need, how much to save, and when I might hit my target. I also want an easy way to estimate how my portfolio has performed without doing a bunch of math.”
in Boulder and San Diego.