Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs SquirrelPlan
SquirrelPlan
6.4#11 in retirement planning softwareFree planFree planWebSelf-hosted
VisitWhat both publish
| Fact | Boldin | SquirrelPlan |
|---|---|---|
| Privacy | Boldin says it does not sell user data, require a Social Security number, real name, or account numbers, or store purchase card numbers. | The site states that user data is never stored or shared. |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | SquirrelPlan is a free, open-source tool for planning and visualizing your financial future. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
SquirrelPlan plans
- Free and open sourceFree
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.
Pick SquirrelPlan if…
SquirrelPlan suits people who want to model income, savings, and withdrawals using their own assumptions. It may be useful for comparing financial scenarios, but it does not provide tax modeling or account synchronization.