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Your financial profile

Complete five short sections. Enter an amount, $0, or “not applicable” for each line.

Before you start: have recent statements nearby

Review up to 12 months so annual renewals, insurance, maintenance, memberships, bank fees and small recurring charges are not missed.

Review or update any section

Everything stays visible on this page. Section labels update as you answer.

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1. Money coming in

Use take-home amounts. “Twice a month” and “every two weeks” produce different annual totals.

2. Home

Choose your current situation, then enter your housing costs.

3. Transportation

Choose what applies now, including a vehicle you share or help pay for.

4. Everyday and irregular costs

Include regular essentials and costs that only appear a few times a year.

5. Debts

Choose the answer that is true now. If you have debt, the next screen will confirm that the debt details are entered.

Every visible line needs an amount, $0, or not applicable.