Help CenterGetting Started

Creating Your First Plan

Welcome to plannF!

Your financial plan (Scenario) is the core of plannF. It ties together your current accounts, your future income, and your projected expenses to simulate your net worth over time.

Steps to create your baseline plan:

  1. Complete Onboarding: If you haven't already, add your current bank balances, investments, and monthly expenses.
  2. Navigate to 'Plan': Click on "Plan" in the left sidebar.
  3. Set Assumptions: Click the assumption chips at the top (like "Retirement Age" or "Life Expectancy") to tweak the timeline.
  4. View Projections: Check the chart to see when your net worth crosses your FIRE target!

What's next?

Once your Baseline is set up, try creating a new Scenario to see what happens if you retire 5 years earlier!

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