All data is stored locally in your browser on this device. Clearing your browser data will reset this toolkit.
Secure your toolkit
Create a 4–6 digit PIN to lock this toolkit on this device. You’ll use this same PIN every time you come back.
Mode: Local-only Budget & Debt Toolkit • AI Coach available as an optional upgrade.
Data is locked to this device with your PIN. No cloud sync by default.
AI Budget & Debt Coach
The coach reads the live numbers from both tools to give clear, step-by-step guidance you can review with your clients.
Coach Reply
Like what the coach does? Add full AI Budget & Debt Coaching to your client accounts for
$29.99/mo and let it handle the heavy lifting on money conversations.