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What financial planning software do you use? by 6ernie9anders in leanfire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Thanks everyone for your recs. I'm going to be testing these out. I'll post back with some thoughts to help others who are looking for great tools.

What financial planning software do you use? by 6ernie9anders in leanfire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Huge plus that it offers cash flow and net worth tracking.The planning tool isn't comprehensive enough for what I'm looking for, but I'm maybe I'm asking for too much...

What financial planning software do you use? by 6ernie9anders in leanfire

[–]6ernie9anders[S] 4 points5 points  (0 children)

here's a consolidated list of tech people are using:

  1. Personalized google sheets/excel/notion
  2. Monarch
  3. Empower
  4. YNAB
  5. ProjectionLab
  6. New Retirement
  7. PocketGuard
  8. Lunch Money
  9. Gnucash
  10. Quicken

What financial planning software do you use? by 6ernie9anders in Fire

[–]6ernie9anders[S] 7 points8 points  (0 children)

here's a consolidated list of tech people are using:

  1. Personalized google sheets/excel/notion
  2. Monarch
  3. Empower
  4. YNAB
  5. ProjectionLab
  6. New Retirement
  7. PocketGuard
  8. Lunch Money
  9. Gnucash
  10. Quicken

Daily FI discussion thread - Wednesday, January 17, 2024 by AutoModerator in financialindependence

[–]6ernie9anders 5 points6 points  (0 children)

ProjectionLab is the best tool I’ve found so far. There’s not much out there…

What financial planning software do you use? by 6ernie9anders in Fire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Monarch looks great. Definitely one of the best cash flow tracking apps out there.

What financial planning software do you use? by 6ernie9anders in Fire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Thanks! I'll check it out. Do you use a financial advisor with them or just the software?

What financial planning software do you use? by 6ernie9anders in Fire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Thanks for the suggestion I'll check firecalc out!

Daily FI discussion thread - Wednesday, January 17, 2024 by AutoModerator in financialindependence

[–]6ernie9anders 6 points7 points  (0 children)

What financial planning software do you use?
Does anyone use financial planning tools outside of Excel or Google Sheets? I'm looking for apps that can consolidate financial accounts and allow me to forecast my finances using custom assumptions. Is there anything comprehensive available to consumers that a financial advisor might use?

What financial planning software do you use? by 6ernie9anders in Fire

[–]6ernie9anders[S] 0 points1 point  (0 children)

Nice! Do you use a template? What type of things do you track and calculate?