The Platform
A clearer view of life, time, money, and decisions.
Explore the planned PLMT experience below. Feature availability will depend on your plan and the current release.
Calendar and Life Planning
Calendar and Life Planning
- Organize appointments, bills, paydays, activities, and recurring commitments.
- Connect life events with their expected and actual financial impact.
- Review upcoming events and past activity in the period you choose.
Financial Organization
Financial Organization
- Personal categories: Income, Bills, Savings (Investments), Essentials, Lifestyle, and Out the Blue.
- Business categories: Revenue, Overhead, Savings (Investments), Essentials, Lifestyle, and Out the Blue.
- Customize subcategories, organize accounts, and review the transactions behind your totals.
Imports and Connections
Imports and Connections
- Bring in calendar files and financial records, including spreadsheets, statements, and supported photos or documents.
- Add files from supported cloud storage services of your choice.
- Review suggested categories, account matches, and possible duplicate transactions before finalizing your information.
Projected vs. Actual
Projected vs. Actual
- Plan the income, expenses, and activities you expect.
- Compare those projections with what actually happened.
- Use the differences to improve your next plan.
Goals and Decision Feedback
Goals and Decision Feedback
- Set savings goals and organize the commitments that affect them.
- Review decisions using Good, Necessary, Okay, and Bad.
- Use your Life Management Grade to reflect on how your plans and actions align.
Personal, Household, and Business Views
Personal, Household, and Business Views
- Organize personal and business activity with clear ownership and access.
- Support children as they learn to plan, save, and make decisions.
- Track business revenue, overhead, cash flow, and burn rate—the pace at which a business uses its cash.
- Executive accounts for shared management of multiple businesses are coming soon.
Life AI Insights
Life AI Insights
- Get help understanding your information and finding your next step.
- Explore patterns, upcoming commitments, and possible outcomes.
- Review AI suggestions and choose what to change.
Kids Accounts
Kids Accounts
- Give kids their own safe space to track spending, goals, and decisions.
- Facts & Consequences shows kids exactly what their choices mean in plain language.
- Parents stay in control — approve transactions, set limits, and monitor activity.
- Teach real financial habits early with age-appropriate goals and rewards.
- Included with the Kids plan — the most affordable way to start the whole family.
Ready to explore your options?
Compare subscriptions and find the plan that fits your life.