Settings

Your Profile

Used to compute your age across the app. Stored locally in data/profile.json.

Name (optional)

Birth date

Used to compute your age in Targets, FIRE, and Milestones. Also matches snapshots to target years by your birthday.

Filing status

Used for Social Security taxation thresholds on the FIRE Strategy tab.

Your Data

Export a backup, or import from a spreadsheet you've been keeping elsewhere.

Download my data

All journal entries as a CSV you can open in Excel / Sheets / any spreadsheet.

Download blank template

Example CSV with the expected columns and a few sample rows. Fill it in with your own data, then import below.

Import CSV

Upload a CSV matching the template format. You'll see a preview before any changes are saved.

CSV format quick reference

Three columns: date, key, value. One row per field per entry.

date: YYYY-MM-DD

key: account path like Cash > Schwab Checking, or index: S&P 500 Close, or flow: income

value: number (or text for flow: notes)

Help & Getting Started

New to tracking finances? Want a quick refresher? The Get Started walkthrough takes five minutes and shows you your savings rate, retirement target, and a realistic age to stop working.

Open Get Started →