Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
Calculate estimated pay based on service years, rank, and branch. Input personal data to generate pay estimates. Securely store information without tracking or sharing. Provide detailed breakdowns of benefits and calculations.
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
Calculate potential benefits based on start age, marital status, and life expectancy. Provide estimates for payments at 62, Full Retirement Age, and 70. Compare scenarios to help decide the optimal time to begin benefits.
Manage income from gig jobs by linking accounts with Uber, Doordash, Instacart, Amazon Flex, or others. Track expenses, project taxes, and receive guaranteed daily pay.
Calculate net income after federal, state, and local taxes, FICA contributions, retirement savings, and payroll deductions. Compare job offers, plan retirement, and optimize tax strategy. Break down pay for annual to weekly frequencies.
Stocks, ETFs, and options with zero commissions. Manage brokerage and IRA accounts in one . Deposit funds without minimum requirements. Track investments and view performance metrics. Set up options trades securely without additional fees.
View policy details, including statements and premium information. Manage beneficiary data and update account settings. Track payments and review balances. Access policy documents and make adjustments remotely.
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
Manage and health insurance policies with policy tracking and renewal reminders. Calculate premiums using tax and pension calculators. View coverage details and submit claims directly. Access policy documents and contact support for assistance.
Calculate monthly pay and Survivor Benefits Program deductions based on user input. Email results with detailed breakdowns. Targeted at US and guard service members.