Financial Planning

Set goals, track progress, and plan for your financial future

Monthly Income

$11,100

Average across sources

Monthly Expenses

$6,500

Including tax reserve

Tax Reserve

$3,147

Monthly set-aside

Available to Save

$1,453

After expenses & taxes

Emergency Fund

Due Jun 1, 2025

-188 days left

Progress58%

Saved

$8,750

Target

$15,000

Need $6,250/mo to reach goal

Retirement (Roth IRA)

Due Dec 31, 2025

25 days left

Progress60%

Saved

$4,200

Target

$7,000

Need $2,800/mo to reach goal

New Equipment Fund

Due Mar 1, 2025

-280 days left

Progress62%

Saved

$1,850

Target

$3,000

Need $1,150/mo to reach goal

Q4 Tax Reserve

Due Jan 15, 2026

40 days left

Progress76%

Saved

$7,200

Target

$9,440

Need $1,680/mo to reach goal

Create New Goal

Track savings for a house, vacation, education, or anything else