| What it does | See your entire net worth in one private place
| Desktop app for organizing income, expenses, budgets, subscriptions, and goals
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| Not given
|
|---|
| Pricing model | Free
| Not given
|
|---|
| Pricing | Free base tracking features; premium features planned
| Not given
|
|---|
| Key features | - Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
- Backfill historical data to see your complete wealth journey
- Portfolio analysis with insights into health, risk exposure, and diversification
- Deep-dive into ETF holdings to see companies you own and overlaps
- Set long-term goals and overlay target trajectory versus actual growth
- Weekly recap and monthly reminder emails for balance updates
- Track recurring subscriptions and spending by category
- Convert and unify multiple currencies into one net worth number
- Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
| - AI insight that detects patterns and recurring expenses
- Budget guard with visual warnings before overspending
- Guided onboarding that builds your first month
- Real transaction editor with amount, date, category, account, merchant, tags, notes
- Reports with charts for category, monthly trend, savings, and extraordinary expenses
- Local-first data storage with optional account sync
- Control of recurring income, fixed and variable expenses, extraordinary movements, and monthly budget
- Google login for account creation
- Windows desktop application
|
|---|
| What makes it different | - 100% manual tracking with no broken bank syncs or security risks from credential sharing
- Complete privacy: data never sold, shared, or used to recommend products
- Works with any asset type worldwide without requiring bank connections
- Designed for couples and families to track household wealth in one place
- Simple, reliable tool that respects your time without pushing upsells or proprietary products
| - Local-first by default, no account required to start
- Complete financial workspace in one compact, actionable view
- Build your first budget in minutes with guided onboarding
- Everything stays connected in one workspace
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 6 ● no change since last check | 4 ● no change since last check |
| Trust Flow (Majestic) | 8 | 6 |
| Citation Flow (Majestic) | 19 | 19 |
| Referring domains (Majestic) | 4 | 22 |