Financial planning
Financial planning hub
From daily tracking to life plans — tax, retirement, and risk tools in one place
Updated Jul 31, 2026

From daily money tracking to long-term life plans — tax, retirement, risk. Start from the real data you’ve logged, then grow into bigger plans one step at a time.
What Boe helps with here
- All financial planning tools in one place
- Jump straight into specialized tools
- Build on data you’ve already logged — no starting from zero
How to use
- Open the financial planning menu
- Pick a tool such as balance sheet, debt management, loans, or PVD
- Enter or review the data for that tool, then save your monthly plan