Grade My Finance PRO
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Welcome
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Your latest report

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Upgrade to Pro to unlock full score history, net worth trends, goals, saved scenarios, and achievements.

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Let's get your first grade

Your dashboard fills in as soon as you complete a check-in — score history, net worth trends, goals, plans, and achievements, all in one place.

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Welcome back,

Welcome

Here's how your finances look today.
COMMAND CENTER
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Update My Finances
YOUR FINANCIAL GRADE
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—/ 100
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since last check-in
PROUpgrade your financial view

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Unlock the analysis behind your grade — benchmarks, projections, stress tests, and deeper financial insights.

✓ Grade drivers✓ Personal benchmarks✓ Projections
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AT A GLANCE
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Net Worth—
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Cash Flow—
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Emergency Fund—
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Debt Load—
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PORTFOLIO MIX

Where your net worth lives

Current allocation across your major assets.

CURRENT
🔒 See where your money actually lives
Full asset allocation breakdown across every account category.
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MONTHLY PICTURE

Income vs. expenses

See your monthly margin at a glance.

MONTHLY
🔒 See your real monthly margin
Income vs. expenses, tracked every month so you always know where you stand.
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What changed since last check-in

Your latest check-in compared with the one before it.

🔒 See exactly what moved
A personalized breakdown of what changed since your last check-in, and why.
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Your next best move

The single highest-impact thing to focus on right now.

🔒 Get your personalized next move
The single highest-impact action for your specific numbers, not generic advice.
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Your goals

Track progress toward what you're working on.

🔒 Track your goals
Set targets and see real progress toward them.
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GRADE REPORT

Watch your grade climb over time.

Every check-in adds a new data point — your score, your subjects, and how far you've come.

—Current grade
Grade trend

Grade history

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Subject grades

The five factors behind your overall grade, graded individually — same as a real report card.

Remarks

Complete a check-in to see personalized remarks here.

Attendance

Consistency is most of what makes a grade move.

Honors & distinctions

Run a second check-in to start seeing your progress trend here.

Since your last check-in
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Grade Net worth
Manage check-ins

Made an entry mistake or want to remove an old check-in? You can delete any individual entry below — this can't be undone.

Money

Everything about where your money is and where it moves — updated from your latest check-in.

NET WORTH

Every dollar, one line.

Log an update anytime — assets, debts, and the trend that ties them together.

—Net worth
Log a net worth update

Keep your trend current

Enter what's changed. Anything left blank keeps its last known value.

Assets
Debts
Run your first full check-in from "Update My Finances" before logging quick updates here — this needs a baseline to build on.
Your trend

Net worth over time

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Net worth vs. debt

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Net worth Total debt
Manage net worth updates

Remove a single update or clear every quick net-worth update saved from this dashboard.

🔒 Track your net worth over time
Log updates, see your full history chart, and track assets vs. debt over time.
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Your accounts

Track net worth by individual account instead of one lump number per category — then sync the totals into your Net Worth chart.

Add an account below to get started.
Add an account
Totals by category
No accounts added yet — add your first one above.
🔒 Track every account individually
Add and track each account separately, synced straight into your Net Worth chart.
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Run a check-in to see your money flow

This needs your latest numbers — takes under a minute.

Update My Finances →

Assets Flow

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Liabilities Flow

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Income & Savings Flow

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Net Worth Trend

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Total Income—
Total Expenses—
Net Income—
🔒 See where your money actually flows
Unlock visual breakdowns of your assets, liabilities, income, and net worth trend.
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Run a check-in to unlock the bills tracker

This needs your latest numbers — takes under a minute.

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Bills & subscriptions

Add your recurring bills and subscriptions to see the real total, and how much of your monthly expenses they actually make up. Saved on this device.

No bills added yet — add your first one above.
🔒 See your real recurring spend
Track every subscription and bill in one place. Debt bills can be linked directly to the matching liability in the Liabilities Flow.
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Run a check-in to see your credit utilization

This needs your latest numbers — takes under a minute.

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Credit utilization

We don't have access to your real credit score (no credit bureau connects here) — but utilization, the amount you owe versus your available credit, is the one factor you can see and act on directly. It's also the single biggest lever you actually control, at 30% of a real FICO score.

—%
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Add up the limits across all your credit cards
$0 extra paid toward balances
What actually makes up a credit score

General FICO methodology — not calculated from your specific data, since that requires a real credit bureau. Utilization is the only factor above we can actually show you in real time.

Your biggest levers
🔒 See your real utilization, and what would move it
Track the one credit factor you can actually see and control.
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Run a check-in to see your asset mix

This needs your latest numbers — takes under a minute.

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Your asset mix

Where your money actually sits right now — computed directly from what you entered, no assumptions needed for this part.

Stocks vs. bonds, vs. your age

This app has no visibility into how your retirement and brokerage accounts are actually invested internally — that detail lives with your account provider, not here. Estimate your split below and we'll compare it to a common age-based guideline.

80% stocks / 20% bonds & conservative
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🔒 See your real asset mix and concentration risk
Where your money actually sits, and how it compares to a common age-based guideline.
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Budget & spending

Set a monthly limit per category, log expenses as they happen, and see exactly where you stand.

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Budget categories
No budget categories yet — add one above to start tracking spending.
Log an expense
Transactions this month
No expenses logged for this month yet.
🔒 Track spending against a real budget
Set monthly limits per category, log expenses, and see exactly where you're over or under.
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Your goals

Turn your financial plans into measurable progress.

🔒 Turn your plans into measurable goals
Set a target for your score, net worth, or emergency fund, and track real progress toward it.
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Plan

Your next move, your biggest opportunities, a real debt payoff plan, and what-if scenarios — all built from your latest check-in.

Your next best move

The single highest-impact thing to focus on right now.

🔒 Get your personalized next move
The single highest-impact action for your specific numbers.
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Retirement & financial independence

Project when you'll hit FI and what moves that date.

Run a check-in to see your opportunities

This needs your latest numbers — takes under a minute.

Update My Finances →
Weakest link: —
Your specific next moves
    Est. point gains are approximate based on our weighting.
    🔒 See your full opportunities
    Unlock every category's grade and your complete action plan.
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    Run a check-in to see your debt payoff plan

    This needs your latest numbers — takes under a minute.

    Update My Finances →
    Debt payoff planner —
    Payoff race — minimum payments vs. your plan
    No non-mortgage debt entered — nothing to plan here.
    Rates default to typical averages (credit cards ~24%, auto loans ~7%, student loans ~6%) — edit them above with your real rates for a more accurate comparison. A simplified estimate either way, not an exact payoff date. Mortgage isn't included.
    🔒 See exactly when you'll be debt-free
    Unlock avalanche vs. snowball, with your real numbers and a live payoff race.
    Unlock with Pro
    🔒 Save and compare what-if scenarios
    Run a what-if from your report and save it here to compare against your real grade later.
    Unlock with Pro
    Run a check-in to see your projections

    This needs your latest numbers — takes under a minute.

    Update My Finances →

    Quick What-If is available in this Plan area. Use the sliders below to test assumptions before you change anything in real life. The grade itself remains the score from your latest check-in.

    Net worth projection —
    Assumes you keep investing your current monthly surplus (income minus expenses) at this return, compounded annually. Doesn't account for inflation, market swings, or life changes — an estimate, not a promise.
    🔒 See where you're actually headed
    Unlock your full net worth projection, based on your real numbers.
    Unlock with Pro
    Life events timeline —

    Add real life events to your timeline and watch your net worth path reshape around them — buying a home, a kid, a job loss, a raise. See exactly how much runway you have either way.

    Current path With these events
    Each event's dollar effect (down payment, new expense, income change) is applied on top of your current numbers — an illustration of the shape of the impact, not a precise forecast.
    🔒 See how life events reshape your path
    Model buying a home, a kid, a job loss, or a raise against your real numbers.
    Unlock with Pro
    Freedom number explorer —

    The "safe withdrawal rate" is the assumption behind every FI number you've ever seen — drag it and watch your actual target move.

    Your "number" = annual spending ÷ withdrawal rate. A lower rate is more conservative (bigger number, more cushion); a higher rate assumes your money needs to last less time or you're comfortable with more risk.
    🔒 Find your real number
    See your actual FI target, and how it moves with your assumptions.
    Unlock with Pro
    0%
    Achievements

    Real milestones from your actual financial journey — no gimmicks, no gambling mechanics.

    RETIREMENT LAB

    Build your path to financial freedom.

    Enter your numbers below. Your projection updates instantly with colorful charts, scenarios, milestones, and clear next steps.

    —FI progress
    Your complete retirement picture

    Let's run the numbers

    ● LIVE
    Add your numbers to unlock your projection.
    Financial independence target—Based on your spending and withdrawal rate
    Projected portfolio at retirement——
    Projected FI age——
    Monthly gap——
    Portfolio growth

    Your wealth over time

    Portfolio FI target
    At a glance

    Retirement readiness

    0%to FI
    Scenario explorer

    How different market outcomes change your path

    Milestones

    Your roadmap

    Smart next move

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    🔒 Build your retirement plan
    See your projected portfolio, FI age, monthly gap, and a real month-by-month roadmap to financial independence.
    Unlock with Pro
    INVESTMENT DEEP-DIVE

    How your money is actually working.

    Diversification, hidden fee drag, and how you stack up against a simple index fund — the analysis most people never get to see.

    —Diversification
    Diversification Score

    How spread out your money is across asset types.

    —/100
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    Where it actually sits

    Your investable assets, broken out by type.

    Fee Impact Analysis

    A 1% fee sounds small. Over decades, it almost never is.

    Lost to fees in 10 years—
    Lost to fees in 20 years—
    Lost to fees in 30 years—
    At your feeAt low-cost fee
    Benchmark: You vs. a Simple Index Fund

    If your current invested balance just tracked a plain, low-cost index fund from here on, versus growing at your own estimated rate.

    Your estimated rateIndex fund average
    Smart next move

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    🔒 See the deepest analysis of your money
    Diversification score, real fee drag in dollars, and how you stack up against a simple index fund.
    Unlock with Pro
    INSIGHTS

    Three ways to understand your grade.

    How you compare to real benchmarks, how your money feels day-to-day, and how you'd hold up in a tough month.

    🔎3-part deep dive
    Insights

    Deeper context on your grade — how you compare, how it feels day-to-day, and how you'd hold up in a tough month.

    Grade My Finance Pro
    Go beyond the score.
    Unlock the analysis behind your grade — benchmarks, financial perspective, and stress testing using your real numbers.
    Grade driversBenchmarksStress testsProjections
    Unlock Pro →
    What is helping
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    Your strongest current financial area.
    What needs attention
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    The highest-impact opportunity from your latest check-in.
    What Pro adds
    Deeper answers
    See the numbers, scenarios, and benchmarks behind the recommendation.
    Run a check-in to see your benchmarks

    This needs your latest numbers — takes under a minute.

    Update My Finances →
    Your score, factor by factor
    Scoring uses a 4% withdrawal-rate benchmark for financial independence; age-based net-worth targets are income-multiple benchmarks. All benchmarks are estimates, not official percentiles or financial advice.

    The 5 things that make up your overall grade, weighted by how much each one actually matters.

    How you compare to our benchmark (estimated)
    Net worth by age — how you compare

    The line shows commonly-cited savings milestones (a multiple of income by age) purely for context. Your own target — the diamond marker — comes from this app's actual scoring model, which may differ from the general milestone line.

    General milestone guide Your net worth today Your calculated target
    🔒 See exactly what's driving your grade
    Every factor, weighted and explained, with benchmarks and your weakest link flagged.
    Unlock with Pro
    Momentum Score
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    Pace Projection
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    Run a check-in to see this

    This needs your latest numbers — takes under a minute.

    Update My Finances →
    Time-cost translator

    Your real hourly wage, based on what you actually entered — then any dollar amount translated into hours of your life.

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    Lifestyle inflation simulator

    What % of every future raise do you save instead of spend? Same starting point, wildly different 20-year outcomes.

    Spend every raise At this rate
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    Net worth pace gauge

    Ahead, on pace, or behind for your age — at a glance.

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    🔒 See your money differently
    Unlock time-cost translation, lifestyle inflation modeling, and your pace gauge.
    Unlock with Pro
    Run a check-in to see your resilience simulation

    This needs your latest numbers — takes under a minute.

    Update My Finances →

    Stress Test Your Finances

    Life happens. We run the numbers so you can be ready for it.

    • See how shocks impact your money
    • Compare different "what if" scenarios
    • Get a clear next best move
    Your Financial Resilience Score

    How prepared you are to weather financial shocks.

    —/100
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    ☀️ Key Takeaway

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    Top risk: —Impact: High
    Quick Scenarios
    Scenario Simulator

    Adjust the variables below to see how different situations could affect your finances.

    💼
    Months without income
    months
    📈
    Extra monthly spending
    $/mo
    📉
    Investment portfolio decline
    %
    🛡️
    Use emergency fund for expenses
    Potential Impact
    Balance Over Time (Projection)
    Optimistic Scenario Moderate Scenario Pessimistic Scenario
    💡Pro Tip

    Building your emergency fund to 6–12 months of expenses would significantly improve your resilience.

    Want more control? Open the advanced 12-variable simulator ↓
    Financial Resilience Simulator

    If your income stopped tomorrow, what actually happens to your money?

    —/100
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    What if this happened?
    Adjust assumptions →
    How long does your income stop or decrease?
    One-time unexpected cost
    Permanent increase in monthly spending
    View your full analysis → Score breakdown, personalized insights, recommendations & scenario details
    Your score breakdown
    Pro analysis
    What to do next
    Scenario details
    Breaking point
    What breaks first
    Compare cases
    This stress test is a planning simulation, not a prediction or financial advice. Results depend entirely on the assumptions above — adjust them to match your real situation. Actual outcomes may differ.
    © 2026 Grade My Finance — educational use only, not financial advice. Home