# Package for simple personal financial planning

**URL:** https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208
**Category:** Finance and Economics
**Created:** [July 19, 2024, 1:40am UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208 "2024-07-19T01:40:25Z")
**Posts on this page:** 5
**Page:** 1

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### Author: ![kylebeggs](https://sea2.discourse-cdn.com/julialang/user_avatar/discourse.julialang.org/kylebeggs/32/43348_2.png) [@kylebeggs](https://discourse.julialang.org/u/kylebeggs)
#### Post date: [July 19, 2024, 1:40am UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208/1 "2024-07-19T01:40:25Z")

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I’m looking for a package that has the basic functions already for rudimentary financial planning such as forecasting how much X asset will grow in Y years and how many years until I reach Z assets, etc.? I know these are pretty simple, but I’d like to just use something rather than take the time to write a package myself.

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### Author: ![sylvaticus](https://sea2.discourse-cdn.com/julialang/user_avatar/discourse.julialang.org/sylvaticus/32/203883_2.png) [@sylvaticus](https://discourse.julialang.org/u/sylvaticus)
#### Post date: [September 1, 2024, 9:10pm UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208/2 "2024-09-01T21:10:40Z")

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> **[Interactive Cashflow Analysis with ActuaryUtilities.jl – JuliaActuary](https://juliaactuary.org/posts/cashflow-interactive/)**
>
> JuliaActuary is an ecosystem of packages that makes Julia the easiest language to get started for actuarial workflows.

I was planning to make a cashflow version with some sort of stochastic anslysis, that is you could add an item as a probability distribution instead of a value and then getting interesting risk measures using Monte Carlo simulations, but never had the time :-///

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### Author: ![Nathan\_Boyer](https://sea2.discourse-cdn.com/julialang/user_avatar/discourse.julialang.org/nathan_boyer/32/14825_2.png) [@Nathan\_Boyer](https://discourse.julialang.org/u/Nathan_Boyer)
#### Post date: [September 2, 2024, 1:29am UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208/3 "2024-09-02T01:29:55Z")

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This Pluto notebook may be useful to you.

> [@SciML to solve compound interest equation](https://discourse.julialang.org/t/sciml-to-solve-compound-interest-equation/106387/5):
>
> I have now turned my compound interest calculator into a Pluto notebook, where the reactivity makes it really easy to explore input changes. The novelty is that you can quickly solve for any variable in the equation. Most online calculators I found will only solve for F. You will probably want to download and run it locally because I cannot get it to precompile on Binder. face_with_diagonal_mouth I’m still brand new to SciML, so tips are welcome. Enjoy!

It can solve for time, final value, etc. in just a few lines of code thanks to SciML’s nonlinear solver.

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### Author: ![kylebeggs](https://sea2.discourse-cdn.com/julialang/user_avatar/discourse.julialang.org/kylebeggs/32/43348_2.png) [@kylebeggs](https://discourse.julialang.org/u/kylebeggs)
#### Post date: [September 3, 2024, 3:34pm UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208/5 "2024-09-03T15:34:48Z")

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This looks great. Is there any way you can post the raw notebook? Binder is really laggy for me.

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### Author: ![Nathan\_Boyer](https://sea2.discourse-cdn.com/julialang/user_avatar/discourse.julialang.org/nathan_boyer/32/14825_2.png) [@Nathan\_Boyer](https://discourse.julialang.org/u/Nathan_Boyer)
#### Post date: [September 4, 2024, 4:43am UTC](https://discourse.julialang.org/t/package-for-simple-personal-financial-planning/117208/6 "2024-09-04T04:43:33Z")

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The direct link to the .jl file is [here](https://gist.github.com/nathanrboyer/5d4bb34e6c7d3ed19d70bbbb78370afd#file-compound-interest-calculator-jl). You can also export it from the binder link once it eventually loads.
