Mint
YNAB
Quicken
HomeBank
GnuCash
Money Manager Ex
Buxfer
Rocket Money
SimpleRMD
Boldin
Empower
Quicken
Expenses: Simple Tracker
FinancialAha Free Calculators
Simplifying Calculation
Required Minimum Distributions are one of retirement's most stressful annual rituals โ and the consequences for getting them wrong are real. Miss your RMD, and the IRS charges a 25% excise tax on the shortfall. Miscalculate, and you either overpay taxes or under distribute and face the penalty later.
SimpleRMD is the tool that makes this one annual task unambiguous.
The free calculator uses the official IRS Uniform Lifetime Table (for account owners) and Single Life Expectancy Table (for inherited IRAs), accepts Dec 31 prior-year balances, and returns the exact RMD amount with the math shown. No account required. No newsletter trap.
The $99/year paid tier adds: saved inputs year over year, multi-account dashboards for retirees with IRAs at multiple brokerages, November deadline reminders, and CPA-ready PDF exports that include the factor used, the account balance, the calculation, and the distribution date โ exactly what your tax pro needs to file cleanly.
SimpleRMD was built by someone who has personally managed this process for 15+ years across multiple accounts. That experience shapes every design decision: the calculator shows the math because retirees don't trust black boxes. The exports use the language your CPA expects because they've been the ones asking for this data. The reminders go out in November because December is already too stressful.
SimpleRMD is not a brokerage. It holds no funds. It gives no tax, legal, or investment advice. It calculates, tracks, and helps you share the right number with the right people on time.
For the tens of millions of Americans age 73 or older, and anyone navigating an inherited IRA, this should just be easy. Now it is.
Mint SimpleRMDMint is recommended for individuals who are new to personal finance management and those who prefer a straightforward, automated approach to budgeting and tracking expenses. It is especially beneficial for users who want a free tool with robust features and who are comfortable using online platforms to manage their financial information.
No SimpleRMD videos yet. You could help us improve this page by suggesting one.
Based on our record, Mint seems to be more popular. It has been mentiond 80 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
A few budgeting platforms to check out. I've tried a couple of these and can vouch for the Intuit, YNAB, and Google Sheet but the others are just ones I found online. The important part is finding one that works for you. Source: almost 3 years ago
I think there's an ongoing issue somewhere because, https://mint.intuit.com/ is also dead. - Source: Hacker News / almost 3 years ago
Mint - feel they were the original and the first. Investments were always broken for me, but think they still do a great job on the expenses side. Source: almost 3 years ago
Money makes the world go round, and managing it well can be pretty time-consuming. After all, entire professions, like financial planners and accountants, are centered around just that. However, Mint is a great tool for productively managing your own money, budgets, and financial goals, bringing together bank accounts, credit cards, loans, and investments into a centralized platform. Its real-time syncing and... - Source: dev.to / almost 3 years ago
Https://mint.intuit.com/ scroll down and expand mint help center. Source: about 3 years ago
YNAB - Working hard with nothing to show for it? Use your money more efficiently and control your spending and saving with the YNAB app.
Boldin - The #1 retirement planning tool online. Go beyond savings and investments with the best and most comprehensive financial planning software.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
Empower - Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.
HomeBank - Free, easy, personal accounting, for everyone
GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.