A clearer view of what’s ahead

Know Your Money.
Know Your Future.

Forecast your cash, retirement and investments — and see where your numbers could take you.

See what’s coming How it works

Made for iPhone · Coming soon on the App Store

CashflowCashflow showing upcoming transactions and projected balances
RetirementActual Retirement What-If screen comparing retirement in 2033 and 2035
BrokerageBrokerage showing contributions, withdrawals and projected balances
Will my cash fall below $2,000 next month?What if I retire in 2035 instead of 2033?Where could my investments be in 10 years?
CashflowSee what’s coming.Project your balance day by day.RetirementSee how long your money could last.Build your plan and explore a different retirement year.BrokerageSee where investments could take you.Model contributions, withdrawals and returns.

Life changes. Your plan can, too.

Your financial future
isn’t one fixed number.

Retirement dates move. Expenses evolve. Markets change. Look ahead with a plan that starts with your assumptions.

Retirement What-If

What if?

What if you retire in 2035 instead of 2033?

Compare a temporary scenario with your Current Plan, without changing the plan you’ve saved.

Retirement-year starting balance

Current Plan · 2033$3.29M
What-If · 2035$3.81M

From the example shown in the app. Your results depend on your inputs and assumptions.

Don’t guess. Run the scenario.

Explore Retirement
Retirement What-If comparing 2033 and 2035, with starting balances of $3,294,197 and $3,813,368View full screen
Actual Retirement What-If screen

Three planners. One app.

From next month
to your next chapter.

Your cash, retirement and investments, with a clearer view of each.

Cashflow

See what’s coming.

Project your balance day by day so upcoming expenses don’t become surprises.

Cashflow planner in Know Your MoneyView full screen

Retirement

Plan beyond your last paycheck.

Bring expenses, income, Social Security, taxes and inflation into a long-term projection.

Retirement planner in Know Your MoneyView full screen

Brokerage

See where investments could take you.

Model contributions, withdrawals and return assumptions to explore potential account growth.

Brokerage planner in Know Your MoneyView full screen

A closer look at Retirement

Build it. Question it.
See how it could hold up.

Three distinct views help you understand the plan — and the possibilities around it.

  1. 01Build your plan

    Start with your numbers.

    Bring your expenses, income and assumptions together in one Retirement Summary.

    Retirement Summary showing a $3,294,197 retirement-year starting balanceView full screen
  2. 02Test your assumptions

    Ask “what if?”

    Change your retirement year and compare the scenario with your saved plan.

    Retirement What-If comparing the Current Plan with a later retirement yearView full screen
  3. 03Stress-test the future

    Explore different outcomes.

    Monte Carlo simulates different investment-return sequences to show a range of possibilities.

    Monte Carlo results with weaker, median and stronger simulated balance pathsView full screen

Actual app screens with example inputs. Projections and simulations are estimates, not guarantees.

A little foresight goes a long way.

See what’s
coming.

Explore the possibilities before you make the decision.

Start with your numbers
Actual Monte Carlo chart showing potential retirement balance pathsView full screen
One plan. Many possible futures.

Simple by design

Three steps to clarity.

  1. 01

    Enter your numbers

    Start with your income, expenses and account balances.

  2. 02

    Set your assumptions

    Choose the return rates, inflation and timing you want to explore.

  3. 03

    See your future

    Review projected balances, possible shortfalls and scenario comparisons.

Your inputs. Your perspective.

A plan that starts with you.

Work from the numbers you enter. Explore your assumptions. Use the projections to ask better questions about what comes next.

Learn & get help

More guidance is on the way.

Explore step-by-step guides for each planner, or find a quick answer in the FAQ.

User Guide FAQ

Coming soon

Know Your Money in 60 seconds.

A short walkthrough of the three planners.

Know Your Money. Know Your Future.

Your future is worth seeing.

Coming soon on the App Store

App screenshot