Everything in one financial workspace

Income, expenses, estimated available cash, upcoming obligations, and savings goals.

Manual entry, categories, business vs. personal, CSV import with validation and duplicate protection, CSV export, date filters, and cash-flow charts.

Reserve scenarios with visible formulas, quarterly reminders, and CPA prep checklists.

Neutral education on health coverage, HSAs, disability, life insurance, retirement, and more.

Short lessons with knowledge checks and progress tracking.

Plain-English, cited answers from reviewed educational material.

Model a slow month, a big expense, an emergency reserve, or a tax reserve — with visible formulas.