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Plans and pricing
Credit card management
15$Every monthReport showing key metrics for all credit cards. This report helps with planning for credit card payments- Statement balance for all credit cards in one report
- Available credit calculation for spending
- Suggested payment amount calculation to boost credit score
- Lists out due dates to ensure bills are paid on time
- Minimum payment amounts for each credit card is displayed
- Credit utilization % displayed for each account
- Report includes charts for each key metric to compare cards
- Report may help you improve your credit score
- An updated report will be sent each month for subscribers
- Customer can cancel anytime
- Customer will receive an Adobe PDF via email
- Reports and suggestions are based on shared client data
Loan management
10$Every monthReport that breaks down the key metrics of all outstanding loans. This report will show the monthly payment for each loan and the due date as well as your total monthly loan expense.- Displays each loan accounts' key metrics
- Helps the client stay on top of all loans
- Monthly payment amount and due date for each loan
- Current balance for each loan
- Displays the % of principal paid off
- Calculates total monthly loan expense
- Customer will receive an Adobe PDF via email
- Reports and suggestions are based on shared client data
Subscription and bill planning
25$Report that tracks all fixed expenses including car payment, rent payment, subscriptions, etc.- All of your fixed expenses shown in one document
- Financial planner will advise how to spot recurring expenses
- Plan for recurring bills and subscriptions
- Identify subscriptions you may not need
- Monthly payment amount and due date displayed
- Includes yearly subscriptions
- Customer will receive an Adobe PDF via email
- Reports and suggestions are based on shared client data
Subscription and bill planning + loans
35$Identify all recurring expenses including subscriptions, recurring bills, and monthly loan expenses- Calculation of total monthly loan expense
- Calculation of total monthly subscription expense
- Calculation of total monthly bills
- Generates figure of total fixed expenses per month
- Subscription tracker
- Identify subscriptions you may not need
- Stay ahead of bills, make payments on time
- Display of all outstanding loans monthly payment
- All fixed expenses in one place, summed up
- Customer will receive an Adobe PDF via email
Variable spending/expense planning
25$This service will project variable spending and may help you identify key areas where you should cut spending.- Projections for monthly variable spending in each category
- Projections for spending on groceries, eating out, and gas
- Projections for water bill and electric bill
- Identify overspending habits
- Further analysis and suggestions if interested
- Customer will receive an Adobe PDF via email
- Reports and suggestions are based on shared client data
Cash Flow Projection Pro
70$Every month4 services in one subscription. Subscription and bill management, variable expense planning and budgeting, credit card management, and loan management.- Calculation of monthly fixed expenses
- Estimate of monthly variable expenses
- Calculation of monthly income
- Projection of profit/savings
- Credit card management
- Loan management
- Updated reports sent every month
- Cancel anytime
- Customer will receive multiple Adobe PDFs via email
- Reports and suggestions are based on shared client data
Balance sheet
5$Every monthThis report will break down all of your assets and outstanding liabilities. This document will give you a realistic visual of your current financial standing with key calculations and charts.- Charts to visualize current financial health
- Report showing all current and long-term assets
- Calculation of total assets
- Report showing the current balance of all liabilities
- Calculation of total credit card balances
- Calculation of total outstanding loans balance
- Calculation of total financing
- Calculation of total liabilities
- Customer will receive an Adobe PDF via email
- Reports and suggestions are based on shared client data
Plans & Pricing: PaidPlans
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