Ten modes
A room for every part of your money.
Anchor has a mode for each part of a financial life. Turn on the ones you need, and each one works the same way: a home, a plan, what's happened, what to do next, and you.
What's on your mind? Pick any.
ExpensesKnow where it went, and what's safe to spend.DebtA real date for the day it's gone.InvestmentsKnow what you own, and what to do next.RetirementFind your number. See your odds.HealthMake sense of the medical side of money.TaxesDeadlines and limits, without the dread.Home & UtilitiesYour home, your bills, your equity.InsuranceEvery policy, in one calm list.Credit ScoreUnderstand your score, without anyone pulling it.LegacyMake sure the people you love are covered.
Mode 01 · Expenses
Know where it went, and what's safe to spend.
- Snap a receipt, say what you spent, or type it
- Budgets that set themselves from your last few months
- One number for what's safe to spend today
- Your month's spending, drawn over time
HomeCaptureTrackBudgetsYou
Mode 02 · Debt
A real date for the day it's gone.
- Highest rate first or smallest first, your call
- A debt-free date that moves when you pay more
- The one next move that helps most
- The math, and even a script, for asking for a lower rate
HomePlanTrackMovesYou
Mode 03 · Investments
Know what you own, and what to do next.
- Your accounts and holdings in one place, with live prices if you want them
- The order to invest in, one step at a time
- A target mix for your timeline, and how far off you are
- Contributions and growth, tracked month by month
HomeStrategyTrackPortfolioYou
Mode 04 · Retirement
Find your number. See your odds.
- A thousand possible futures, run on your phone
- Your odds of reaching your number, and what would change them
- A roadmap of every birthday that matters
- A report you can save as a PDF
HomeRoadmapTrackPlanningYou
Mode 05 · Health
Make sense of the medical side of money.
- HSA and FSA limits, and what's left to use
- Compare two health plans at your real usage
- Deductibles and out-of-pocket at a glance
- Scan your insurance card and keep it handy
HomeCare planTrackCoverageYou
Mode 06 · Taxes
Deadlines and limits, without the dread.
- Every deadline, with a gentle reminder
- A paycheck withholding checkup
- This year's contribution limits, tracked as you go
- Scan your tax documents into one place
HomeDeadlinesTrackDocsYou
Mode 07 · Home & Utilities
Your home, your bills, your equity.
- Own or rent, both covered
- Your equity and payoff date, over time
- A refinance watch, so you know when it's worth it
- Utility bills scanned, with tips to use less
HomeForecastTrackUpkeepYou
Mode 08 · Insurance
Every policy, in one calm list.
- Premiums and renewal dates in one place
- What you're covered for, at a glance
- Scan the declarations page instead of typing
- Renewals on your calendar, with a reminder if you want one
HomePoliciesTrackPremiumsYou
Mode 09 · Credit Score
Understand your score, without anyone pulling it.
- Your score and how it's changed
- The factors that move it most
- Simple habits that raise it
- Anchor never pulls your credit
HomeImproveTrackFactorsYou
Mode 10 · Legacy
Make sure the people you love are covered.
- Who gets what, drawn as a family map
- What's actually signed, kept in a private vault
- A checklist of what's still missing
- Every legal step points you to an attorney
HomePlanTasksVaultYou
