Tool for managing personal finances using spreadsheets. Tracks expenses, budgets, and investments. Offers custom financial summaries and visualizations. Includes a free version and a paid complete edition.
Features
Multi-Currency Handling
Manage finances in multiple currencies and automatically updates exchange rates for accurate financial tracking.
Budget Tracker
Set, track, and manage budgets to ensure you are staying on track with your financial goals.
Net Worth Monitoring
Automatically calculates your total net worth and provides visual insights to keep track of your financial health.
Customizable Categories
Adapt and modify finance categories to better fit your personal financial situation and needs.
Future Financial Projections
Forecast future financial scenarios based on current data to make informed decisions.
Financial Goal Setting
Define and track financial goals, giving you a clear picture of your progress towards achieving them.
Automatic Data Sync
Seamlessly updates and syncs your financial data across documents to keep your financial information current.
Comprehensive Graphs and Charts
Visualize your financial data with detailed graphs and charts for better understanding and analysis.
Asset & Liabilities Overview
Provides a comprehensive overview of your assets and liabilities, helping you understand your financial position.
Cash Flow Tracking
Tracks total cash, gains, savings rate, monthly savings, projected cash, and monthly spending automatically to help manage personal finances effectively.
Savings Rate Analysis
Displays a savings rate over different periods (e.g., monthly, yearly) to analyze financial growth and set savings targets.
Future Projections
Calculates end-of-year predicted cash balance and predicts future cash savings per year based on current trends.
Goal Tracking
Includes a tracker to monitor progress towards financial goals such as reaching a savings target of $50,000.
Investment Tracking
Tracks added investments monthly alongside regular cash flow, differentiating between cash and investment gains.
Current Portfolio Value
Displays the total value of the current portfolio, with a breakdown of total returns both in dollar amount and percentage.
Purchase History Table
Tracks historical purchases with details like ticker symbols, order dates, units, order prices, live prices, and capital gains.
ETF Statistics
Provides ETF-specific data, including estimated returns per year and suggestions for next investments based on certain metrics.
ETF Value History Chart
Visual representation of the ETF market values and contributions over time, helping users to understand growth trends.
ETF Gains History Chart
Shows historical gains in percentages to give insights into performance over time.
Budgeting Enhancements
Includes updates that improve how budgets are managed, such as better display of budget goals and actuals versus forecasts.
Investment Tracking Upgrades
Enhancements to track investment performance, including detailed ROI calculators and alerts for investment milestones.
Debt Management Tools
Tools added to help manage and strategize debt repayment, with visual progress trackers and goal setting features.
Expense Categorization Improvements
Advanced features for automatic categorization of expenses with machine learning to improve accuracy.
User Interface Redesign
Revamped user interface to enhance usability, with a focus on cleaner navigation and comprehensive dashboards.
File Import
Import bank statements with automatic balance updates and data highlighting for changes.
Multi-Currency Support
Automatically handle transactions in different currencies, including automated exchange rate updates.
Budgeting Tools
Set custom budgets with notifications for overspending and track goal progress over time.
Custom Reports
Generate detailed finance reports with filtering and exporting options to CSV or PDF formats.
Collaborative Sharing
Share specific financial data and reports with family or advisors securely through the platform.
Morningstar ID Conversion
Allows users to convert their Morningstar ID or link into a new ID format specifically for Australian MorningStar Ticker IDs that are a number. This tool is helpful for those needing to update or identify funds based on outdated or numeric IDs.