Monetary Bliss

  Tracks every known expense and credit throughout the year to show your True Available Balance®; the exact amount you have available to spend any given day up to 10 years in the future in calendar view. So if there is a chance your account will go negative or you won't have enough funds to pay a bill, you will know well in advance.

Click on any day in the future to see what is available to spend, the projected balance of any savings goal and debt, and any bills due

Grants you valuable insights and actionable tips tailored just for you. 

Detects changes in spending habits and bill changes, sounds alerts for low balances and when a bill may not be paid. 

Most notably,  when you have an available balance leftover at the end of a pay period, you're notified with options on how to best allocate it; make an extra contribution to a savings or debt goal or use it to treat yourself. You have the freedom to choose with the peace of mind knowing that all of your essential needs are already accounted for.

Planning to purchase a fishing boat when you retire in 5 years? What will your savings  look like a year from now if you contribute an extra $75 a month? Should you use your checking account for this purchase or put it on a credit card?

 See the future effects of your decision now, before you commit by creating and saving endless scenarios with over 50 built in financial calculators to help with paying off debt, calculating inflation, potential interest savings, retirement and much more. Just another way we assist you with being proactive in making the best decisions for your finances and future.

Striving to make financial planning fool proof.  

 Use our built in checklists to account for every important detail in your life, from expenses to vital records.   

Securely store financial, insurance and tax documents, information about your health, identification, auto, home, pets, and more.  All categorized for easy reference for you and your emergency contact.

 We also assist in tracking your net worth, retirement, after life planning, and more.