Overview

Liquid Cash
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Net Worth
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Total Assets
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Total Liabilities
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Business Cash (share)
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Crypto (GBP est.)
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Accounts

Spending This Month

Recent Transactions

🌅 Daily Brief

Daily Brief

🤖

Click Refresh to get today's personalized financial brief

Accounts

💰 Financial Accounts

🏠 Physical Assets

💳 Liabilities & Loans

Companies & Accounts

Tax & Income

UK Self-Assessment — enter income per tax year to power the AI brief

Transactions

DateDescriptionCategoryAccountAmount

Import Data

📄 Import CSV Transactions

Paste a CSV export from your bank or credit card. Claude will automatically parse and categorize the transactions.

🔄 Bulk Balance Update

Quickly update multiple account balances at once.

💡 Import Tips

  • Chase: Download → Activity → CSV
  • Bank of America: Accounts → Download Transactions → CSV
  • Amex: Statements → Download → CSV
  • Any format works — Claude reads the headers automatically

Financial Rules

Ask Your Finances

Hi! I have your full financial data. Ask me anything — "Should I pay off debt or invest?", "What's my savings rate?", "How much do I spend on subscriptions?"

🚗 Volvo

🏠 Mortgage

Personal Valuation

📊

Click Run Valuation for a comprehensive financial health analysis

Credit Health

💳 Debt Repayment

My Profile

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Goals

🤖 Auto-Improve Engine

AI cron that improves the app and analyses your finances

Changelog

Auto-improvement history

🖥️ System

⏱️ Scheduler

🤖 AI Brief Cache

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📋 Activity Log

Settings

🔌 Saved Logins

🔒 Credentials are stored locally on this machine only

🤖 AI Configuration

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Stored in your .env file. Ollama runs locally for free — Anthropic is the fallback.

👤 Personal Profile

Used to tailor your daily brief and financial advice

📊 Preferences