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Your net worth
••••

Your share of what you own, minus your debts and loans

Your assets
••••
Capital still owed
••••

Your year, at a glance.

See the budget
Income received
••••
Spending so far
••••
Savings rate
••••
Balance for the year
••••

2026 · income minus spending so far; spending still to come is not counted.

Cash flow is separate from wealth: it represents recorded movements.

Wealth Allocation

Manage →

Liquid

2 accounts

••••
Savings account••••Checking account••••

Portfolio

2 investments

••••
Stock plan••••Crypto wallet••••

Valuable Assets

2 assets

••••
Primary residence••••Vehicle••••
A

Good morning

Alex

Safe to Spend

••••

until Nov 30

After bills estimate••••
After savings target••••
Bills covered, savings on track

To-Do

3 pending
Pay the electricity bill
FinanceDue tomorrow
Review the groceries budget
FinanceDue in 3 days
Doctor appointment
HealthDue next week

Budgets

82% used
Total November•••• / ••••
Housing
••••/•••• (92%)
Food
••••/•••• (84%)
Transport
••••/•••• (72%)
Leisure
••••/•••• (47%)
Health
••••/•••• (43%)

Alerts

••••

••••••••

Quick Actions

All your accounts in one place

Banks, savings, investments and crypto — one live portfolio view.

Your wealth.

Tracked assets and debts, as of November 4, 2026.

Net worth
••••
Total assets
••••

Accounts, investments and property

Total debts
••••

Capital still to repay

Held directly, in full

Everything below is yours at 100%. Own through an SCI, a company or in undivided shares? Declare it.

Accounts and assets6 items

  • SP••••
    Details
    Type
    Shares
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
  • PR••••
    Details
    Type
    Residential property
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
  • CW••••
    Details
    Type
    Crypto
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
  • SA••••
    Details
    Type
    Savings account
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
  • CA••••
    Details
    Type
    Checking account
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
  • VE••••
    Details
    Type
    Other
    Source
    Account
    Ownership
    100%
    Currency
    EUR
    Open details
SP••••
Details
Type
Shares
Source
Account
Ownership
100%
Currency
EUR
Open details
PR••••
Details
Type
Residential property
Source
Account
Ownership
100%
Currency
EUR
Open details
CW••••
Details
Type
Crypto
Source
Account
Ownership
100%
Currency
EUR
Open details
SA••••
Details
Type
Savings account
Source
Account
Ownership
100%
Currency
EUR
Open details
CA••••
Details
Type
Checking account
Source
Account
Ownership
100%
Currency
EUR
Open details
VE••••
Details
Type
Other
Source
Account
Ownership
100%
Currency
EUR
Open details
AccountOwnershipDetails
100%••••
100%••••
100%••••
100%••••
100%••••
100%••••
1 / 1

What you own

Share of your assets, debts excluded

Content hidden · private mode

A property estimate and a bank balance are not equally precise: read the share as an order of magnitude.

Budgets that keep themselves

Track every category against its limit without spreadsheets.

All budgets
3
Active now
1

Current

Upcoming
1

2027

Archived
1
Budget nameExercise periodStatusActions
Current monthly budget
Last updated 2 days ago
2026
Active
Summer vacation budget
Last updated 5 days ago
2026
Upcoming
Last month’s budget
Last updated 1 month ago
2026
Archived

AI insights on your money

Spot trends, fees and opportunities before they cost you.

Insights Hub

All your financial intelligence in one place

Financial Health
95Excellent
Net worth
••••
Income+••••
Expenses-••••
Savings Rate••••

Based on last month's savings rate and your net worth.

Today's Tasks
3/5
60% complete
Goals On Track
2/3
67% complete

AI Insights

3 New
Opportunity

••••

••••

See details →
Alert

••••

••••

Adjust budget →
Insight

••••

••••

Learn more →

Financial reports

6

Spending Analysis

Detailed breakdown of your spending habits

Spent last month••••

Revenue Streams

Track all your income sources

Last month's income••••

Trends

See how your finances evolve over time

Savings rate last month••••

Income vs Expense

Compare your income and expenses

Net last month••••

Category Breakdown

Spending by category with trends

Spent last month••••
PLUS

Cash Flow Forecast

Predict future cash positions

Projected balance••••

Budget reports

3

Budget Overview

Monitor your budget performance

Spent last month••••

Budget vs Actual

Compare planned vs actual spending

Net last month••••

Monthly Summary

Month-by-month financial overview

Savings rate last month••••

Goal reports

4

Goals Progress

Track progress towards your goals

On track••••
Create goal

Savings Tracker

Monitor your savings growth

Saved last month••••
Create goal

Savings Yield

What your savings earn after tax and inflation

Saved last month••••
PLUS

Debt Payoff Plan

Strategies to eliminate debt faster

Still owed••••

Investment reports

2

Realized gains

What you sold, lot by lot, and the rule of your country

PLUS

Platform fees

What each investment platform cost you, year by year

Optimization reports

3
PLUS

Subscription Audit

Find and manage recurring subscriptions

Spent last month••••

Recurring Expenses

Analyze fixed monthly costs

Spent last month••••
PLUS

Savings Opportunities

AI-powered cost reduction suggestions

Short of saving 20%••••

Consumption reports

1
NEW

Prices by store

Which store is cheapest on the products you note

Note a price

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