Wealth Engine
Sign in to create your private plan

Your private plan

Sign in or create an account to access your private financial plan.

Quick actions

Private account: Your plan, actuals, debts, and savings goals are saved to your account.

Your private plan starts here

Sign in or create an account to view your dashboard and enter your financial details. Your plan is private to your account.

Monthly Net Surplus / Deficit
Lowest Cash Balance Each Month
Expense Breakdown (Full Period)
Category visibility
Actuals vs. plan

Log income and expenses as they happen. Actual entries are saved to your private account and compared with the selected month's plan.

Record what happened
Private debt tracking
Private savings tracking
Plan controls
Income
Cash timing

Enter cash available at the start of the first forecast month and the usual payday. Payday and due days repeat monthly; days beyond a month's final day fall on that month's last day.

Category manager
Fixed Monthly Expenses

These amounts apply every month. Set the day each payment leaves your account to estimate your lowest cash point.

Variable Expenses — Update by month

The forecast spans the selected number of years from the current month. Salary and fixed expenses repeat monthly; variable amounts apply only to the months entered, and blank future months are treated as zero. Edit amounts by month and set the usual payment day.