Personal Money Plan - by Trackliit

Turn your own numbers into a clear, realistic monthly plan.

Your Personal Money Plan helps you understand where your money goes, how much flexibility your current plan leaves, and how your goals fit into the bigger picture.

Start with a short guided setup, then Trackliit turns your inputs into one structured plan you can review, adjust, and revisit.

Inside your plan:

• Your Money Snapshot
• Monthly income and essential expenses
• Monthly flexible money
• A 5-part money breakdown
• Primary goal roadmap
• Up to 2 secondary goals
• Monthly and annualized views
• A 5-point livability check
• Rule-based opportunities based on your numbers
• A What If? tool for testing a different income

The setup also helps you account for predictable costs you may not pay every month — such as annual insurance, memberships, subscriptions, regular maintenance, or other recurring expenses.

Some planning suggestions use simple built-in rules to turn your numbers into a useful starting point. You stay in control of what works for you.

No bank connection. No subscription. Your numbers stay on your device.

One-time purchase.

Trackliit is a money-planning tool, not financial, investment, tax, or legal advice.