Project retirement savings growth from contributions and return rate.
Finance tool
Financial Planner
A calendar for income and bills with debt-to-income tracking, balance projections, and email reminders.
Personal or Dual plan
Included in the Personal plan (from $4/month), in Dual (Personal and Business together) and in the 7-day free trial.
No payment card is needed to start the trial.
What you get
Why use Financial Planner online
Nothing to install
Financial Planner runs in a modern browser on desktop, tablet and phone. Open it in a tab and start; there is nothing to download or update.
Your work stays yours
Anything you save is stored in your account, can be exported, and is not sold.
Part of the finance set
Sits alongside the personal finance trackers and business finance calculators in the same account.
Connections
Works well with
Tools that connect to Financial Planner in the same account.
Project investment growth with compound interest over time.
List assets and liabilities to calculate net worth.
Questions
Frequently asked questions
Is Financial Planner free to use?
Financial Planner is included in the Personal plan from $4/month, and in the Dual plan (Personal and Business together). Every new account starts with a 7-day free trial of every tool, and no payment card is needed to start.
Do I need to install anything to use Financial Planner?
No. Financial Planner runs in a modern browser on Windows, Mac, Linux, iPhone and Android. There is nothing to download, update or uninstall.
Is my data private when I use Financial Planner?
Anything you save is stored in your account, can be exported, and is not sold. You can download everything at any time with Export My Data.
Does Financial Planner work on my phone?
Yes. Financial Planner runs in a modern browser on desktop, tablet and phone.
What else is included with Financial Planner?
Xerion has 199 browser-based tools across 9 categories: Business, Creative, Developer, Everyday, Finance, Fun & Games, PDF, Productivity and Security. The 7-day free trial includes every one of them; after that, the plan you pick decides which are included.
Hear about new tools when they shipLeave your address and we will let you know when something new lands on Xerion.
Same category
More finance tools
Your whole financial picture in one place - income, committed spend, upcoming bills and invoices, real spending, and savings - pulled from your other tools.
Set a savings goal, log deposits, and watch the bar fill - progress at a glance, the pace you need to hit your date, and confetti when you arrive.
Every subscription in one place - what each really costs per month, your true monthly and yearly totals, and a reminder before each renewal hits.
Calculate monthly payments, total interest, and payoff for a loan.
Project investment growth with compound interest over time.
Add or remove GST/HST/PST/QST for any Canadian province.
Get started
Try Financial Planner free for 7 days
Every new account starts with a 7-day free trial of every tool. No payment card is needed to start, and your saved work is kept whatever you decide afterwards.
Included in the Personal plan (from $4/month), in Dual (Personal and Business together) and in the 7-day free trial. Already have an account? Log in.