Personal Finance forthe AI Era

Start with the six pillars: income, expenses, debt, investing, assets, and goals. Build your plan at your own pace, then follow your progress in the dashboard.

No. Takeoff uses the numbers you enter directly. A bank connection is not required to build or use your plan.

Add take-home pay and pay dates, recurring expenses, debt balances and rates, investments, assets, and the goals you want to work toward. You can update your numbers as life changes.

Projections use your balances, cash flow, contributions, interest rates, and growth assumptions. They are estimates that change with your inputs, not guaranteed outcomes.