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. Run multiple budgets for different scenarios or household members.

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. Run multiple 401(k) planners for different jobs or scenarios.

IRA Model your Roth or Traditional IRA contributions and see how tax-free growth compounds over decades. Create separate planners for each account.

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

529 College Savings Project your child's college fund at school age. See total projected cost, coverage percentage, and the monthly contribution needed to fully fund it.

530A Trump Account Plan contributions to a 530A account and project the balance at age 18. Track annual contribution limits and federal seed eligibility.

KPI Dashboard Every planner distilled into one screen. See your surplus rate, net worth, retirement progress, college savings coverage, 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.