What tools do people use for managing personal finances? I've played around with Monarch but it's more of a budget/expense thing.

I'm looking more for like "5-10 year gameplan" type stuff, run scenarios, track / project investments, things like that.

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For long-term planning, I really like using Personal Capital, it helps track investments and projects future growth. Another great option is Tiller, which gives you customizable spreadsheets to model different scenarios. Both are super helpful for mapping out a solid financial future!

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Best thing I’ve found recently is Taka. I was skeptical about their AI angle at first, but I like it because I can have back and forth conversations about my finances any time I want. Has helped me rethink some decisions I was planning to make.

Other than that I’m mostly a personal spreadsheet guy.

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