Net worth & history
Record monthly snapshots across all your accounts and watch your net worth trajectory build over time.
Track net worth, investments, real estate, and every expense — in one private, beautifully simple place.
Sign in to access your dashboard
Built for individuals and households who want clarity without complexity.
Record monthly snapshots across all your accounts and watch your net worth trajectory build over time.
Log fixed recurring costs and import credit card transactions. Track every shekel by category and see your true monthly burn.
Track salary and other income sources with gross and net amounts. See your savings rate and monthly surplus at a glance.
Upload brokerage statements to track holdings and fees, and log properties to see your full asset picture in one place.
Forecast your net worth years ahead. Model different return rates, monthly deposits, and the real cost of fees over time.
Calculate your Financial Independence number using the 4% rule. See how many years until you can retire early — with Lean, Fat, and Coast FIRE variants.
Plain-language analysis of your finances — trends, savings rate, and actionable suggestions from Claude AI.
Invite a partner to share one dashboard. Organise accounts, income, and expenses by family member.
Your data is encrypted, stored in your own account, and never sold. Sign in with Google — no passwords needed.
No spreadsheets. No setup fees. No clutter.
Sign in with Google
One click — no password needed. Your account is created automatically.
Add your accounts
Enter bank accounts, investments, mortgage, and any asset or liability.
Record a snapshot
Log current balances for each account. Repeat monthly to build history.
Fill in the details
Add income sources, recurring expenses, properties, and import credit card transactions to get a complete picture of your cash flow.
Upload portfolio holdings
Import XLSX brokerage statements to track investments, gains, and management fees in one place.