Start with what
you want to record.
Choose the currency for a new local file. Add assets and liabilities using names that make sense to you, without account numbers or sensitive identifiers.
Open the workspaceOne picture.
Three simple habits.
The workspace gives structure to the values you enter. It does not connect to institutions, move money or make decisions for you.
Start with what
Look at the totals
and the dates.
The overview adds assets, subtracts liabilities and separates the recorded asset categories. Values remain your manual estimates until you review them.
Read about the net figureMake it easy
to return.
Save dated snapshots and download a JSON backup. Import that backup on the browser where you want to continue. Signing in keeps support enquiries together, not the financial file.
Backup and settings