Your Personal CFO workspace for transparent money management today
Track transactions, assets, and liabilities with the tools that already ship in the app. Personal CFO is a practical beta—manual inputs, saved entries, and an at-a-glance dashboard for cashflow, savings rate, and net-worth trends.
Everything you need to build wealth
From tracking daily expenses to monitoring your net worth growth, get the complete financial picture that helps you make smarter money decisions.
Log real transactions
Capture income and expenses manually with categories, ownership, and recurring frequencies. Everything you enter powers the dashboard—no fictional sample data.
Understand cashflow
The dashboard calculates monthly income, expenses, savings rate, and deltas from the records you add—so the insights always match your real numbers.
Track wealth building
Add assets and liabilities with ownership splits to monitor net worth over time. Update balances and keep an audit trail right inside the app.
Collaborate with clarity
Share one source of truth for your household or team. Keep categories consistent, note ownership, and revisit the full history whenever you update balances.
What's live in the product
Add income and expense entries, flag them as recurring, and analyse the monthly rollups that power the dashboard cards.
Manage property, investments, vehicles, and liabilities with ownership splits. Update balances over time to keep the big picture accurate.
Collaborate on accurate financial records, keep notes with every update, and revisit changes whenever you need the full story.