The aha! in financial planning
Your financial planning needs more than spreadsheets. Track the history of your assets and understand your current cash flow, then create projections and achieve your financial goals by planning your finances.
All your Assets
in one place
Plan by knowing how your finances are spread across multiple types of assets, and track their historical performance.
Cash Account
Cash Equivalent
Bond
Stock
Brokerage Account
Real Estate
Vehicle
Digital Asset
Cryptocurrency
Equity
Collectible
Commodity
Intellectual Property
Long-Term Savings
Other Asset
Your entire Debt
under watch
Never lose sight of how much debt you are accumulating and adjust your financial planning to keep it under control.
Credit Card
Loan
Debt obligations. All your outstanding debts divided by type, including credit card balances, student loans, mortgages, auto loans, and any other forms of debt.
Progress logging. Track the progress of your debt over time by periodically logging the current balances of your debts.
Debt goals. Set personalized debt goals such as debt-to-income ratio and track your progress toward these goals.
Debt overview. A centralized dashboard that displays an overview of all your debts, historical and outstanding balance, and debt distribution.
Cash Flow
visual representation
Visualize your cash-flow dynamics in order to effortlessly identify areas for financial improvement and optimize your financial plans.
Income Diversification Analysis
Analyze the diversity and stability of your income sources to ensure consistent cash flow when you need it.
Budgeting and Spending Analysis.
No matter the level of detail you prefer, FinancialAha gives you the tool to plan and make informed decisions about big financial spendings and investment opportunities.
Cash Flow Financial Planning
Plan a financial strategy that keeps your cash flow in balance based on forecasts and scenarios that take into consideration expenses, emergency fund, liquidity, and taxes.
Planning
for the future
FinancialAha's projections empower you to plan how and when to save or make a big purchase while keeping your finances under control.
Income and expense
Define recurring and one-time incomes and expenses, together with your personal set of rules and variables.
Project
FinancialAha will project your financial data into the future, creating a realistic plan for your future finances.
Stay on track
Save your projection and use it as a benchmark for your weekly or monthly progress of your financial plan.
Goals to aim for
Define goals for key financial aspects, monitor your progress and simulate changes to achieve your financial plan's objectives.
From small.. Start with small changes of your financial plan. Define your personal goals for monthly/yearly expenses, income or savings.
..to ambitious. Saving money, higher ROI, or perhaps retiring early are the goals you are working towards? Create your financial plan with FinancialAha.
Plan your finances
privately and securely
Keep your financial data confidential. Don't expose your financial data to us at all. By default, the data you enter on the website remains in your browser and is not sent to FinancialAha.
FinancialAha can't read or use your financial data. When you want us to store your data for you, we use end-to-end encryption and we will never have the technical ability to read it.