From guessing to knowing in three steps.
Enter what you think you earn, spend, and owe. This is your baseline we'll compare reality against.
Connect your accounts and watch the full picture come together: liquid assets, runway, net worth, and see where your estimates met reality.
Model what-ifs: a new home, a job change, one income. Then ask Patty, your financial assistant, before you commit. Decisions from clarity, not a gut feeling.
Built for households with real financial complexity and real decisions ahead.
See your complete financial picture in one place. Liquid assets, runway, and net worth. Dig deeper with spending trends, cash flow analysis, take-home trends, and your top merchants.
See how your reality compares to your plan every month. Take-home, spending, assets, runway, net worth. Not just a spend analysis, but a full financial picture check-in.
We calculate federal, state, and city taxes for your exact situation. Including 401(k), HSA, and FSA contributions. Know your real take-home, not just gross income.
Model the big decisions before you make them. A new home, one income, a market drop. See the real impact on your surplus and net worth before you commit.
Connect your accounts securely through Plaid, the same technology trusted by millions. Your numbers stay current automatically. No manual entry, no stale data.
Ask anything about your finances and get a real answer in seconds. Patty knows your exact numbers. No digging through statements, no generic advice.