Expenses are all the various ways that cash leaves your account, including monthly spending. This article explains how we help you track and project various types of expenses.
Investment assets can be grouped in a few asset classes (stocks, bonds, mutual funds, etc.). This article explains our differentiated approaches to handling assets in each asset class.
Debts are contracts or commitments to borrow lump sums of money and repay them in the future, oftentimes with pre-determined premiums. We help users model debts and project debt obligations.
Your "Status" is displayed on the top left corner of your homepage upon logging in. This is a measure of the overall health of your financial plan. This article explains how we arrive at your Status.
The term "inflation" refers to the general tendency for prices to go up. This article explains our approach to inflation in our projections of your Income, Expenses, Assets and Debt.
We use the term Net Worth to mean your Assets minus your Debts. This article provides an explanation of how we calculate your Net Worth.