The full picture, at a glance
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Net worth that tells the whole truth
- →Liabilities sit right beside assets, so the number is real, not flattering
- →One-glance debt ratio: what you owe against what you own
- →The allocation ring counts the mortgage, not just the shiny stuff
Every loan knows its job
- →The car loan knows its car, the mortgage knows its home
- →Percent paid, payoff date and monthly cost on every loan
- →Payments flow into Cash Flow automatically, no double counting
Nothing hides, nothing goes stale
- →Every card carries an APR ledger, interest first, no hiding
- →Retirement accounts reconcile against real statements in one tap
- →Check-ins nudge you when a balance has gone stale
Twelve months, no surprises
- →See where the money actually went, and where it is about to go
- →Projected expenses for the months ahead
Spend your evening living, not logging
- →Income and expense modals with recurring rules built in
- →Multi-currency amounts converted at live rates
- →Upload statements and let the platform do the sorting
Other parts of the Welth orbit
Frequently asked questions
Do liabilities count against net worth?
Yes. Cards, car loans and mortgages net against your assets. A flattering number is a useless number.
What feeds the Sankey?
Your recurring income and expenses plus one-offs, converted to your base currency at live rates.
How fresh are prices?
Market holdings refresh live. Everything else shows its age so you know what to trust.