
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
Visit
| Fact | ProjectionLab | The Complete Retirement Planner |
|---|---|---|
| Founded | 2021 | 2017 |
| Integrations | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. | The maker says the planner is not linked to outside sources. |
| Purpose | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. | The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning. |
ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.
It suits people who want detailed year-by-year retirement forecasts covering income, savings, taxes, Social Security, and healthcare. It requires a compatible desktop version of Microsoft Excel, so it is not suited to users relying on the listed unsupported spreadsheet options or devices.