Forge brings every account, every paycheck, and every big decision into one place — built for couples and families to see exactly where you stand, and where you’re headed.
Why people use Forge
Most planning tools either oversimplify or drown you in spreadsheets. Forge does neither — it tracks the real life you’re building and helps you make the calls that shape it.
Buying a house, switching jobs, retiring early, taking a year off — see how each one plays out side by side, without losing track of where you are today.
Joint accounts, separate goals, and the math that ties them — finally on the same page.
See where you stand right now, and what your choices add up to over the next 30 years.
Brackets, deductions, and tax-advantaged accounts are built in — so the numbers you see are the numbers you'll keep.
Income, bills, mortgages, contributions, and life events — all modeled the way they actually happen.
How it works
Forge is built to live alongside your real life, not as a one-off calculator. Add things as they change, and the long view stays up to date on its own.
Pull in your real balances, paychecks, bills, and contributions — everything that makes up your money in one place.
Just you, you and a partner, or the whole family. Forge keeps track of who owns what and who's planning together.
What if we bought the house? Retired at 55? Took a sabbatical? Compare the answers without losing today's plan.
Watch every choice play out across net worth, cash flow, and taxes — for the next year and the next thirty.
Pricing
14-day free trial, card on file. Cancel any time before the trial ends and you won’t be charged.
Billed monthly. Cancel any time.
Billed yearly — works out to $10.75/month.
What’s included
Plus applicable taxes. Forge connects to your accounts in read-only mode — we can see balances and transactions, but never move money or see your bank password. Your data stays encrypted and private to you and anyone you invite to your household.
Your information stays between you and the people you choose to plan with. We don’t sell it, we don’t advertise on it, and we don’t share it with anyone else.
Your accounts and balances are encrypted in transit and at rest.
No ads, no data brokers, no third-party tracking on your finances.
Plan privately, or invite a partner. Nobody else can see your money.