An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
Apps with what-if scenarios
17 of 92 apps, sorted by price. One filter from the directory, as a page: the same records, the same rule that Unknown is never No.
Free Canadian planner for take-home pay, TFSA, RRSP and retirement. No account; your financial inputs stay in your browser.
WalletLens is a free net worth and portfolio tracker that takes anything you own. Crypto, stocks and ETFs, gold and silver, cash, bonds, your house, the watch i
Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.
Private zero-based budgeting with no bank sync — plan by paycheck, review scanned receipts, and track prices you actually pay.
A complete budgeting app with forecast, multiple budgeting styles, goals, debt payoff BNPL plans, and scenarios, with a day-by-day forecast.
Quicken's cloud budgeting app: cash flow, investments and net worth in one place
Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales
Desktop budgeting and portfolio tracking for Windows, with data stored locally
All in one personal financial dashboard self hosted, Windows only, lifetime license.
Your Money, Nobody's Business
Budgeting, net-worth tracking and financial planning in one app, with no ads and no data sales
An AI financial advisor that tracks spending, investments and net worth from connected accounts
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
US mobile app pairing budgeting and account tracking with banking, automated saving, investing and an AI assistant.
Every filter on the directory that matches 3 or more listings is a page like this one; the rest are two clicks away with the sidebar.