Are there any free apps or online software that lets you map your financial goals and integrate all your financial plans, accounts and investment? thanks!?

Hi anon,

I personally use excel to track this, building in simple formulas to help me with my numbers. I find that there is no single software or app out there that really gives me the features I want, thus I resort to excel.

Despite Excel being slightly complex at deeper levels, you can actually achieve a lot once you master how to unlock its full features. Aesthetically not the most pleasing, but functionally extremely powerful.

Depends on how spread out your portfolio is and the complexity of the goal.
Banks like OCBC has a goal tracker (Wealth Insight in this case) where you are able to set a financial goal and set a pathway to work towards it.

If you would like to include other financial products (investments/insurance), you can consider free online tool such as BetterTradeOff (UP Plan).

For the most customised software for your individual needs, you can use Excel/Spreadsheet. Depending on the complexity of your requirements, you may require some VBA coding.