Money in Reach Plus
Your planning workspace.
Keep the current picture, the next action, and the goals behind it in one calm place.
Plan statusChecking…
Plus
Build a plan that does not reset every visit.
Plus syncs planning tools across devices and adds an optional connected-account dashboard.
- Goal, net-worth, and bill planners
- Monthly reviews and saved scenarios
- Debt payoff and home-readiness workspaces
- Optional connected accounts
Core planning
Plan, review, and track
Each workspace saves securely to your Money in Reach account.
Flagship
Open →
Money dashboard
Balances, cash flow, category spending, recurring activity, and a focused review queue.
Goal planner
Track target amounts, dates, current progress, and the estimated monthly pace.
Net worth
List assets and liabilities and save periodic snapshots of direction.
Bill planner
Organize recurring bills, due dates, monthly totals, and autopay status.
Saved scenarios
Keep up to 30 budget, mortgage, debt, investing, savings, or custom decisions.
Monthly review
Record what changed, what worked, and the one move to prioritize next.
Focused playbooks