Goals
Set a target and keep its progress next to the records that affect it.
Features
One workspace.
Four useful views.
The current private beta helps invited users organise their own financial records and review factual summaries in one consistent workspace.
Net worth
Know what you own and what you owe.
Assets and liabilities in one place, with your current net worth worked out for you.
- Assets and liabilities listed side by side
- A target, and the distance still to go
- A trend line, so you see the direction and not just the number
Cash flow
See where the month went.
Income, expenses and amounts invested for each month, with the result at the bottom.
- Expenses shown as a share of income
- A savings rate for every month
- Step back through earlier months in one click
Allocation
See how your assets are spread.
Break your total assets down by class, country or currency, so concentration is easy to spot.
- Property, super, shares and cash at a glance
- Percentages next to dollar amounts
- Switch the view without re-entering anything
Dashboard
One dashboard, arranged your way.
Net worth, cash flow and allocation sit on one screen. Edit the layout to put the cards you check most at the top.
- Latest month or any earlier month
- The same numbers everywhere, so nothing disagrees
- Built for a regular review, not a daily scramble
Transactions and files
Record transactions, or upload a file instead of retyping every line.
Several currencies
Keep each amount in its original currency and see totals in your base currency.
Current scope
Built for review, not recommendations.
The product organises user-provided records and produces factual summaries. It does not recommend investments, credit products or other financial products.
Automatic bank connectivity remains unavailable to general users while the appropriate access arrangement is being prepared.
Read the CDR readiness statement →