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Personal Finance Dashboard
Manually record assets and liabilities as dated snapshots. See where you stand, what changed, and how your net worth is growing.
Sample Net Worth
Growth Across 7 Snapshots
Accounts Tracked
Dashboard Preview
A static sample of the current Overview dashboard using the same product components as the live app.
Track, visualize, and understand your financial picture
Add assets and liabilities, take dated snapshots on your schedule, and watch your net worth trend over time.
Beautiful trend charts with date range selection, rolling averages, and goal guidance overlays.
See exactly how your wealth is distributed across accounts with clear breakdowns.
Capture your financial state on any date. Compare snapshots across days, months, quarters, or years.
Choose one display currency so balances are formatted consistently across the app.
With Pro, batch import snapshots from CSV. Export your data anytime — your data stays yours.
Create accounts for each asset (savings, investments, property) and liability (loans, credit cards).
Record balances whenever you like. Enter them manually, or use Pro to batch import a CSV file.
Your dashboard updates automatically with trends, allocations, and growth tracking.
Start free with up to 5 accounts. No credit card required. Upgrade to Pro for additional features.