Hello, Sample
Your whole financial picture in one place. Everything you enter here is reused across every calculator.
Net worth
$0
Total assets
$0
Total liabilities
$0
Free cash flow
$0/mo
Monthly income
$0
Monthly expenses
$0
Savings rate
0.0%
Emergency fund
0.0
Total debt
$0
Investments
$0
Monthly debt payments
$0
Annual surplus
$0
Net worth projection
20 yrs
Debt payoff plan
$0 a month, snowball order
12+
Connected planning tools
20
Excel workbooks, FR & EN
100%
Deterministic, inspectable formulas
0
Banking credentials required
One financial operating system
Not a folder of disconnected calculators — every tool reads the same numbers.
Cash flow
Every dollar in and out, with your savings rate.
Debt planner
Snowball and avalanche, side by side.
Home tools
Mortgage, true monthly cost, affordability, rent vs buy.
Investments
TFSA, RRSP, FHSA room and growth projections.
Rental analyzer
Cash flow, cap rate and cash-on-cash return.
Retirement
Your independence number and the years to reach it.
Private by design
We do not need your banking credentials. You enter your own numbers.
Your banking credentials stay yours
Manual entry or statement import by default. Optional automatic bank connection is coming — never required.
Your data stays yours
Without an account, everything stays in this browser. Export or delete it all at any time from Settings.
Rules you can verify
Built on official Canadian sources — CRA, CMHC, OSFI — and updated as the rules change.
How it works
01
Enter your numbers
Income, expenses, assets and debts — or start from the example.
02
Explore the tools
Every calculator reuses your figures: mortgage, debt, TFSA, rental, retirement.
03
Decide with clarity
Compare scenarios, export PDFs and Excel workbooks, ask the AI coach to explain.
Pricing
One simple price. 7-day free trial.
Try everything free for 7 days — card required, charged only after the trial. Then one plan unlocks it all.
Pro
7-day free trial
90 $/year
after the trial — $7.50/month equivalent
- Dashboard, cash flow and net worth
- Debt planner: snowball and avalanche
- Mortgage, affordability and rent vs buy
- TFSA, RRSP and FHSA trackers
- Rental property analyzer
- Retirement planner and scenarios
- Bank statement import (CSV, OFX, QFX)
- Excel and PDF export of your dashboard
- AI coach that explains your numbers
Card required — charged only after the 7-day trial. Cancel in one click.
Prefer working in Excel?
The complete pack of 20 Excel workbooks — $39 instead of $90