Net worth
••••
Tracked accounts · available valuation
Income••••
Available summary
Expenses••••
Available summary
Net cash flow••••
Available summary
Understand your cash flow
Income and expenses recorded in the summary
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Cash flow is separate from wealth: it represents recorded movements.
View transactionsWealth Allocation
Liquid (16.3%)
Portfolio (48.0%)
Assets (35.8%)
Liquid
2 accounts
••••
Portfolio
Stocks + Crypto
••••
Assets
Real estate + Vehicle
••••
Emergency fund
•••• / ••••Target: Mar 2027
Trip to Japan
•••• / ••••
Home down payment
•••• / ••••
A
Good evening
Alex
Safe to Spend
••••
until Sep 30
After bills estimate••••
After savings target••••
Bills covered, savings on track
To-Do
3 pendingBudgets
Total September•••• / ••••
Housing
••••/•••• (92%)Food
••••/•••• (84%)Transport
••••/•••• (72%)Leisure
••••/•••• (47%)Health
••••/•••• (43%)Alerts
••••
••••••••
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Track / Wealth
Wealth
Tracked accounts · available valuation
Net worth
••••
Gross:
••••
Remaining debt
••••
Held directly, in full
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Wealth composition 6
| Account | Type | Source | Ownership | Currency | Details | |
|---|---|---|---|---|---|---|
| stocks | Account | 100% | EUR | •••• | ||
| residential | Account | 100% | EUR | •••• | ||
| crypto | Account | 100% | EUR | •••• | ||
| savings | Account | 100% | EUR | •••• | ||
| checking | Account | 100% | EUR | •••• | ||
| other | Account | 100% | EUR | •••• |
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Budgets that keep themselves
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3
Total Budgets
1
Active Now
1
Upcoming
1
Archived
| Budget Name | Exercise Period | Status | Actions | |
|---|---|---|---|---|
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 |
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Financial Health
78Good
Net Worth
••••
+3.4%
Income+••••
Expenses-••••
Savings Rate••••
Today's Tasks
3/5
60% complete
Goals On Track
2/3
67% complete
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