Related Products
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About
Track what you care about most with CountAbout’s straightforward budget builder and custom categories. Seamlessly import data from Quicken and Mint, set up unlimited accounts, and create custom categories in a clutter-free interface with no advertisements. We will never share your data. Our platform is stable, secure, and totally private. With no software to install, we’re anywhere you have an Internet connection. With CountAbout’s powerful budgeting tools you can see how making a small change today (like giving up a latte) can help you pay off debt faster or reach your savings goals sooner. CountAbout automatically downloads transactions from all of your banks, credit cards, and investment accounts for you to review, making it easy for you to find subscriptions you no longer use or other unintentional spending.
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About
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone looking for a personal finance software that synchs data from banking accounts
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Audience
Individuals interested in a tool to build and optimize a complete financial plan covering retirement, debt consolidation, investment allocation and insurance protection
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$9.99 per year
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCountAbout
Founded: 2014
United States
countabout.com
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Company InformationPlanswell
Founded: 2015
Canada
planswell.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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