Build a better financial future.
Understand your money, set meaningful goals, and make smarter financial decisions—one step at a time.
Educational planning tools · No account connections required
Sample figures shown for illustration.
Net worth, cash flow, budgets and goals on one calm screen.
Set a target and see the monthly step that gets you there.
Figures you enter yourself. Nothing is sold or shared.
Everything you need to see the whole picture.
Wealth Health Score
An educational 0–100 read on emergency savings, debt burden, savings rate and goal progress — with the full breakdown shown.
Net-worth tracking
Record assets and debts, then watch the line over time as balances change.
Budgeting
Set monthly limits per category, log spending, and see what's left at a glance.
Goals
Target amount, target date, monthly contribution — plus an estimated completion date at your current pace.
Money Scenario Planner
Have money spare this month? Compare educational allocations across savings, debt and goals.
CapitalMe Coach
Ask questions in plain language and get explanations and worked calculations, never promises of returns.
One screen, the whole month.
Sample data shown. Your dashboard is built from figures you enter during setup.
Start with what you already know.
Setup takes a few minutes and uses approximate figures. You can refine everything later.
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