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2025 Money Manager | Full Suite
All-In-One Money Management. Simplified.
Whether you're building a budget, tracking cash flow, buying a home, or planning for your financial future - this is the only financial planning tool you’ll need. The 2025 Money Manager | Full Suite bundles together our most powerful modules into one clean, intuitive spreadsheet.
Think of it as your comprehensive financial dashboard. Built to help Minnesotans make smarter, clearer, more confident money decisions.
Data You Input
Your income, benefits, savings contributions
Recurring expenses and average spend
Assets and liabilities (debt)
Tax filing status
Information You Receive
Detailed budget, broken down by spending category - that outlines exactly how much discretionary spending you can afford each month
Monthly and annualized summary of all your saving contributions and investments - and a clear picture of what every dollar is doing
Estimation of your annual income tax liability - using real state and federal tax brackets
Summary Dashboard - your entire economic status (cash flow, savings/investments, net worth, and lifestyle affordability - all in one place.
Retirement portfolio projection, broken down by account tax status, asset allocation, and contribution amounts
Investment portfolio risk profile and expected return
Localized home affordability analysis, submarket statistics (including property tax rates and historical home value trends)
And so much more!
Included Features
Budgeting Tools
Organize income and spending into monthly and annual snapshots
Break down expenses into clear categories so you know where your money’s going
Auto-calculate your current net worth
Categorize savings & investments by financial goal
Estimate your annual tax bill using up-to-date federal and Minnesota tax brackets
Retirement Planning
View portfolio breakdowns by asset class and tax type
Forecast future portfolio value at retirement
Calculate your FI (Financial Independence) age
Predict when your retirement funds might run out (if ever)
Assess your retirement savings rate and compare it to IRS max limits
Model your risk/return profile based on portfolio mix
Homebuying
See how much house you can really afford based on your budget
Estimate how much you’d qualify to borrow, using real-world lending standards
Tap into localized 2025 market data for Hennepin County cities
Forecast potential return on investment from a home purchase
Compare different buying scenarios with confidence
Why It’s Worth It
This isn’t just another budgeting spreadsheet. It’s a full-on financial command center for people who want to feel confident about their money—today, tomorrow, and 30 years from now.
Perfect for:
Individuals and families ready to take full control of their finances
Potential homebuyers who want the math to back up the dream
Retirement-minded planners who want to see the full picture
Anyone tired of winging it and ready to start winning the money management game
All-In-One Money Management. Simplified.
Whether you're building a budget, tracking cash flow, buying a home, or planning for your financial future - this is the only financial planning tool you’ll need. The 2025 Money Manager | Full Suite bundles together our most powerful modules into one clean, intuitive spreadsheet.
Think of it as your comprehensive financial dashboard. Built to help Minnesotans make smarter, clearer, more confident money decisions.
Data You Input
Your income, benefits, savings contributions
Recurring expenses and average spend
Assets and liabilities (debt)
Tax filing status
Information You Receive
Detailed budget, broken down by spending category - that outlines exactly how much discretionary spending you can afford each month
Monthly and annualized summary of all your saving contributions and investments - and a clear picture of what every dollar is doing
Estimation of your annual income tax liability - using real state and federal tax brackets
Summary Dashboard - your entire economic status (cash flow, savings/investments, net worth, and lifestyle affordability - all in one place.
Retirement portfolio projection, broken down by account tax status, asset allocation, and contribution amounts
Investment portfolio risk profile and expected return
Localized home affordability analysis, submarket statistics (including property tax rates and historical home value trends)
And so much more!
Included Features
Budgeting Tools
Organize income and spending into monthly and annual snapshots
Break down expenses into clear categories so you know where your money’s going
Auto-calculate your current net worth
Categorize savings & investments by financial goal
Estimate your annual tax bill using up-to-date federal and Minnesota tax brackets
Retirement Planning
View portfolio breakdowns by asset class and tax type
Forecast future portfolio value at retirement
Calculate your FI (Financial Independence) age
Predict when your retirement funds might run out (if ever)
Assess your retirement savings rate and compare it to IRS max limits
Model your risk/return profile based on portfolio mix
Homebuying
See how much house you can really afford based on your budget
Estimate how much you’d qualify to borrow, using real-world lending standards
Tap into localized 2025 market data for Hennepin County cities
Forecast potential return on investment from a home purchase
Compare different buying scenarios with confidence
Why It’s Worth It
This isn’t just another budgeting spreadsheet. It’s a full-on financial command center for people who want to feel confident about their money—today, tomorrow, and 30 years from now.
Perfect for:
Individuals and families ready to take full control of their finances
Potential homebuyers who want the math to back up the dream
Retirement-minded planners who want to see the full picture
Anyone tired of winging it and ready to start winning the money management game