My Money Life: Finance Planner

Budget smarter, track your net worth, and plan retirement — all in one place. My Money Life gives you the full picture of your finances.

Take control of your money — from your next paycheck to your last retirement dollar.

My Money Life brings together every corner of your financial life in one clean, intuitive app.

Budget See exactly where your money goes. Track income, expenses, and savings rate.

Net Worth Know what you're worth right now. Track every asset and liability, and watch your number grow over time.

401(k) Planner See your retirement balance at any age. Visualize accumulation, withdrawals, and whether you're on track to replace your income.

IRA Model your Roth or Traditional IRA contributions and see how tax-free growth compounds over decades.

Social Security Estimate your monthly benefit at 62, FRA, or 70 — and find the claiming age that maximizes your lifetime income.

KPI Dashboard Every planner distilled into one screen. See your surplus rate, net worth, retirement progress, and more — all at once.

My Money Life is designed for guidance only. Estimates are a starting point — always consult a financial advisor for major decisions.