Apps tagged with 'Retirement Planning'

All apps in Apps tagged with 'Retirement Planning' category. Use the filters below to narrow down your search. 
Copy a direct link to this comment to your clipboard
  1. FinancialAha icon
     2 likes

    Looking for an alternative to Mint, YNAB, Monarch, or Tiller? FinancialAha takes a different approach.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Google Sheets
    • Microsoft Excel
    • RO flagRomania
    • European Union flagEU
    Plan your entire year on one page. Track income, expenses, and savings goals month by month.
    Income in, expenses out, savings growing. Your monthly money picture in one simple spreadsheet.
    Know your number. Track everything you own and owe in one place.
    +3
    Budget the adventure, not just the flight. Know what your trip will cost before you book.
    90 alternatives
  2. Parendi icon
     2 likes

    Parendi is a personal finance app for the Mac. Export a statement from your bank as camt.053, OFX/QFX, CSV or Excel, drop it in, and every transaction is sorted into a category: first by what you decided before, then by your keywords, then by Apple's Foundation Models on...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • CH flagSwitzerland
    Cash flow: a year or a single month as a diagram, from income through fixed and variable costs to each spending category.
    Overview: savings rate, income, spending and investments per month, compared with the previous year.
    Import preview: every transaction gets a category, and each row shows whether it was remembered, matched by a keyword or guessed.
    +2
    Net worth: freely named positions with monthly values, split into freely available, restricted and no withdrawal.
    3 alternatives
  3. Neontra icon
     10 likes

    Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    Neontra screenshot 1
    Neontra screenshot 1
    Neontra screenshot 2
    +3
    Neontra screenshot 3
    11 alternatives
  4. Retire icon
     2 likes

    Retire is a web-based platform for users to connect their existing 401(k) and retirement accounts. Retire will save users $162,125 on average by getting them to switch from high expense fee mutual funds to low expense fee funds.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Online
    • Android
    • iPhone
    • Chrome OS
    Retire screenshot 1
    Retire screenshot 1
    Retire screenshot 2
    +2
    Retire screenshot 3
    23 alternatives
  5. NovaPlan icon
     1 like

    NovaPlan is a free, interactive financial planning and retirement simulation platform. Designed for precision and ease of use, it features a full-screen scenario studio, Monte Carlo stress testing, live milestone trajectory tracking, and modular forecasting tools.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    NovaPlan screenshot 1
    NovaPlan screenshot 1
    NovaPlan screenshot 2
    23 alternatives
  6. Endute icon
     Like

    All-in-one, privacy-first personal finance app: Transaction tracking, budgeting, cash-flow forecast, investment tracking, net worth, subscription tracking, and FIRE (Retirement) planning across every account and currency.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • iPhone
    • Android
    • GB flagUnited Kingdom
    Dashboard
    Sankey flow diagram
    Retirement Planning
    +6
    Budgeting
    10 alternatives
  7. Ryban icon
     1 like

    Ryban is your complete wealth and portfolio tracker — beautiful, fast, and private. Track investments, monitor net worth, and plan retirement with Monte Carlo projections. All analytics run locally on your iPhone; only currency rates update when online.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • iPhone
    • iPad
    • CH flagSwitzerland
    Ryban screenshot 1
    Ryban screenshot 2
    Ryban screenshot 3
  8. Live Zero Path is a web-based personal finance and life-planning app for individuals and households. It brings the balance sheet, cash flow, monthly budget, emergency fund, investments, and insurance into one set of household books.

    Cost / License

    • Free Personal
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
    life goals
    retirement calculator
    path to zero calculatr
    +1
    Livezeropath landng page
    5 alternatives
  9. Flan icon
     Like

    Plan future cash flow, net worth, debt, savings, and major life events through shared visual financial projections, scenarios, and timelines.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • iPhone
    • iPad
    • US flagUnited States
    Flan screenshot 1
    Flan screenshot 1
    Flan screenshot 2
    +3
    Flan screenshot 3
    15 alternatives
  10. Beyond Payday is a household money and retirement planner for US families. You enter your income, bills, debts, and savings yourself — it never connects to your bank — and it shows what is left each month, your net worth, and whether your retirement plan works.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    See what's left each month
    Try big moves before you make them
    Find bills to cut
    +6
    See prices in hours of work
    7 alternatives
  11. firenum icon
     Like

    A month-by-month FIRE and retirement planner with Monte Carlo simulation, historical backtesting since 1871 and stress tests. Models income, expenses, assets, debts and life events.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • Android Tablet
    • Software as a Service (SaaS)
    • GR flagGreece
    • European Union flagEU
    firenum screenshot 1
    firenum screenshot 1
    firenum screenshot 2
    +1
    firenum screenshot 3
    8 alternatives
  12. ZBee icon
     Like

    Mac app that measures the most you can safely spend per year in retirement, computed entirely on your Mac from your real accounts.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    The Projection screen on the built-in sample plan: the most you can safely spend per year, with the range of outcomes across 1,000 simulated markets.
    Year-by-year detail: each year's spending, taxes, Social Security, RMDs, Roth conversions, and withdrawals, followed through one deliberately hard market.
    Accounts: read-only brokerage connections with automatic tax-bucket classification (taxable, tax-deferred, Roth).
    +1
    Holdings: every position with live prices and an allocation breakdown - synced from brokerages, imported from CSV, or entered manually.
    10 alternatives
  13. Our team of best investment and financial planners with years of proven track records can help amplify your wealth. By leveraging their market insights and more, you can manage your wealth, investments, and retirement planning and secure your financial future, all from a single...

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • iPhone
    • IN flagIndia
    Cube Wealth screenshot 1
    Cube Wealth screenshot 2
    Cube Wealth screenshot 3
  14. ExitAge icon
     Like

    ExitAge is a retirement runway calculator that works backwards from your real financial situation to show you the earliest age you can sustainably stop working.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    • AU flagAustralia
    ExitAge screenshot 1
    ExitAge screenshot 1
    ExitAge screenshot 2
    +4
    ExitAge screenshot 3
    11 alternatives
  15. MerryDiv icon
     Like

    Free dividend tracker that automatically syncs with your brokerage accounts to track payouts, portfolio performance, and diversification in one dashboard.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • iPhone
    • iPad
    • US flagUnited States
    MerryDiv screenshot 1
    MerryDiv Dividend tracker preview
    MerryDiv screenshot 2
    5 alternatives
  16. A private personal net worth tracker. Track assets, liabilities, and net worth over time — no bank linking required. Supports 100+ fiat currencies and 800+ cryptocurrencies.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Home Page
    FIRE Calculator
    Net Worth Visualization
    +2
    Asset Tracking
    7 alternatives
  17. CoastIQ icon
     Like

    Tax-accurate iOS retirement calculator with Monte Carlo simulation, Roth conversion optimization, and 17 analysis tools. All on-device, zero data collection.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • iPhone
    • iPad
    Dashboard showing retirement plan overview with success rate, portfolio projections, and safe withdrawal amount
    17 analysis tools organized by category: stress tests, tax optimization, income planning, and more
    Roth conversion optimizer with bracket-filling strategy and year-by-year conversion plan
  18. Monavio icon
     Like

    Monavio brings all your finances together without connecting to your bank. Upload bank statements as PDFs or CSVs, and AI automatically extracts and categorizes every transaction.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • AR flagArgentina
    Dashboard
    Net Worth
    Cashflow
    5 alternatives