Plan, track, and adjust your finances
Plan retirement timelines by inputting current age, target retirement age, and plan duration. Model accounts with customizable savings and investment options. Adjust scenarios to see impact on retirement funds.
Showing 321–340 of 1,000 ranked alternatives.
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
The Citizens Bank of Edmond
Manage finances, track expenses, access banking
Access digital banking features, manage transactions, and track savings goals. Create custom financial readiness reports. Submit direct deposit forms for early payday. Sync with financial resources from Citizens of Edmond.
CircleIt Inc
Plan life events and secure assets
Create and manage wills and estate plans. Set up asset instructions, assign beneficiaries, and store personal stories. Secure access for loved ones and automate document sharing. Track life events and update plans as needed.
Jesse Squires
Calculate taxes and estimate annual burden
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
ThinkerSnacks LLC
Save, track, and for future expenses
And manage reserves for condo associations, rental properties, or retirement savings. Calculate required contributions, explore funding options, and track progress toward long-term asset maintenance goals.
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.