Your money, without the fog

Your personal finance planner. See the whole picture.

Money Nimble is a personal finance planner that helps you see where your money goes, explore ways to invest, and estimate how your retirement savings could grow. First, make a budget. Then explore your options and plan ahead.

Money Nimble personal finance planner shown on an iPhone
Simple budgetingInvestment basicsRetirement growthSaved on your device
Three things. One clearer picture.

A personal finance planner that feels approachable.

Start with the money coming in and give each dollar a job. Next, explore how different types of investments can work together. Finally, see how time and regular saving could change your retirement outlook.

01 · How you spend

Build your monthly budget.

Add bills, everyday spending, fun, savings, and investing. As you make changes, Money Nimble updates the totals so you can see what is left.

02 · Where to invest

Explore your investment mix.

Move sliders to explore risk and a mix of U.S. stocks, international stocks, bonds, and real assets. This way, you can learn the basics without complex terms.

03 · How it grows

Plan for retirement growth.

Use your age, savings, and monthly contributions to see a long-term estimate. However, it is a planning example, not a prediction of future returns.

A little look inside

Simple tools for budgeting and retirement.

Money Nimble keeps key numbers in view while doing the math for you. When you change a figure, the linked parts of your plan update too. So you can spend less time doing sums and more time understanding your choices.

✓Build an itemized monthly budget and see what is still available.
✓Estimate a three-month emergency fund from essential expenses.
✓Explore investment allocation and risk in plain language.
✓Learn the basics of 401(k)s, IRAs, HSAs, brokerage accounts, stocks, ETFs, and bonds.

For more background on investing, see the SEC Investor.gov introduction to investing.

Money Nimble budget and retirement planning app interface preview
Ready to play with the numbers?

Put your money plan in focus.

No account or bank connection needed. Instead, start with a simple personal finance planner and see the numbers for yourself.

Try Money Nimble