Ok, I've been plugging away at my financial plan in the MoneyReady app for a few weeks and I now have a plan of record that I'm happy with. I expect to revisit the app on rebalancing dates and any other major events that might adjust my plan, and I expect to sleep soundly in the interim. Although the process and out of necessity the tool are complex, I would not have been able to recreate such a detailed plan without it - my options would be to rough it out in excel and sleep poorly, or pay thousands annually for professional planning support. This is a powerful - no, invaluable tool for Canadian DIY financial planners and investors, and I'm honestly shocked I can find so little about it online. Thank you for developing and supporting the app and your responsiveness when I needed help!

Thanks, I'm glad you are finding it useful and sleeping soundly! I like to say the app is only as complicated as is your financial situation. That said, it's easy for a financial situation to get complicated quickly given Canada's tax and pension systems. We do try to make it as easy as possible and still be comprehensive and accurate.

I too am a new user of the software. I have tracked my financials using many excel spreadsheets over many years. I have a financial planner and plan and have for many years. Now that I am retired I wanted to be able to run more detailed models regarding the best way for me to withdraw the money from my different investments. 

It took some time to input all of my information (accurately) and get used to all of the options within the tool but I now have a detailed model that I am happy with. I wish I had this tool years ago. I think I would have made some different investment decisions over the years and pushed my financial planner and investmentment company way harder for answers.

Great tool. 

So great to hear! Thanks

This is amazing!  Thank you so much.