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Your baseline.

Set these once and your dashboard, plan, and every tool stay consistent. We pre-fill what your tool runs already told us — you fill in the rest.

Your profile

The baseline your dashboard, plan, and tools share

These are the figures your dashboard, plan, and tools share. Set them here and everything stays consistent. Leave a field blank to keep its current value.

Income

What you earn — and the tax basics your plan re-runs against.

$
Your monthly pay after taxes.Not set yet
$
Total yearly pay before taxes and deductions.Not set yet
How you file your federal return.Not set yet
Where you're taxed.Not set yet
Spending
$
Everything you spend in a typical month.Not set yet
$
Rent/mortgage, utilities, insurance, minimums — the costs that don't flex.Not set yet
Savings
$
Cash and savings you can draw on today.Not set yet
$
Retirement and brokerage balances you count as invested.Not set yet
Debt
$
Everything you owe across cards, loans, and lines of credit.Not set yet
Household
Used to model life events like marriage.Not set yet
People you support financially.Not set yet