Run a decision model
Use this when one choice is in front of you: a car, home, job offer, or investment strategy.
View modelsHow Basis works
Basis helps you model a major decision, compare saved alternatives, check whether the money plan can support it, and keep the current cashflow picture honest.
Projections are based on visible inputs. Basis is not financial advice.
Choose the right first surface
Start where the real question is. You do not need to learn every feature before Basis can be useful.
Build a financial plan
Use this when multiple goals, balances, and funding tradeoffs need to live in one plan.
Open Financial PlansReview budget and cashflow
Use this when the current month, account status, transactions, and bills need cleanup first.
Open BudgetingStart with onboarding
Use this when you want a quick route into the product before choosing a specific area.
Start HereThe Basis flow
The product works best as a sequence: decision, comparison, fundability, then ongoing tracking.
1
Model the decision
Start with the surface that matches the question. A model is for one major choice. Budgeting is for current cashflow. Financial Plans is for shared goals.
2
Compare saved alternatives
If you save multiple runs from the same model family, use Scenario Comparison to inspect rankings, assumption changes, and the focused pair.
3
Check fundability
Move the decision into Financial Plans or Budgeting when the question becomes whether your actual money can support it.
4
Track what changes
Use Budgeting and review items to keep balances, bills, targets, and projections connected as life changes.
Live decision models
Use a model when the question is specific enough to compare projected outcomes.
Vehicle cost
Compare cash, financing, and lease paths across cost, monthly pressure, and terminal value.
Rent vs buy
Compare housing paths at your planned stay length, then inspect crossovers and assumptions.
Career comparison
Compare roles or offers across compensation, benefits, expenses, relocation, and risk.
Investment strategy
Compare retirement-oriented strategies by durability, downside range, and run-out pressure.
Quick answers
These are the short answers people usually need before opening a product surface.
What is Basis?
Basis is a personal finance platform for decision models, budgeting, Financial Plans, and saved scenario comparison.
Where should I start in Basis?
Start with a decision model for one major choice, Financial Plans for goal funding, Budgeting for current cashflow, or Start Here if you want routing help.
What are Basis decision models for?
Decision models help compare projected outcomes for vehicle, housing, career, and investment strategy decisions using the inputs shown.
Is Basis financial advice?
No. Basis shows projections based on visible inputs and assumptions. You stay in control of the decision.
Start with the question you have today.
If you know the decision, open a model. If you need routing help, start with onboarding. If the decision is already saved, compare scenarios.