Help

Getting Started

1. Add your accounts — checking, savings, investments, credit cards, loans.
2. Log a snapshot each week — enter the current balance of each account.
3. Watch the trend — your dashboard chart shows net worth over time.

Your data stays on your device unless you sign up for sync.

Adding Accounts

Go to Accounts → + Add Account.

Each account is either an asset (something you own) or a liability (something you owe). Net worth = assets minus liabilities.

Category is optional — a label like "Checking" or "Mortgage" to group similar accounts.

Uncheck Active to hide an account without deleting it.

Add an account →

Logging Snapshots

Tap Log Snapshot in the menu bar.

Last Balance shows what you recorded last time. Check your actual balance, type the new number. Leave a field empty to skip it.

The date defaults to today. Tap Save Snapshot when done.

Log a snapshot →

The Dashboard

The cards at the top — Net Worth, Total Assets, Total Liabilities, Goal — are clickable. Each one changes the chart.

• Net Worth — single line, your overall trend.
• Assets / Liabilities — one line per account.
• Goal — your net worth plus a dashed projection to your target.

Use the time range tabs (All, 1Y, 6M, 3M, 1M) to zoom in.

Go to dashboard →

Goals

In Settings, set a Target Net Worth and optionally a Target Date.

A Goal card appears on the dashboard. Click it to see a dashed projection line. No target date? It defaults to one year out.

Set a goal →

Reordering Accounts

Drag account cards on the Accounts page to reorder them. The order carries over to the Log Snapshot form. Assets and liabilities reorder within their own groups.

Import & Export

In Settings → Open Import & Export.

Export downloads all your data as CSV. Do this periodically as a backup.

Import uploads a CSV. Accounts are matched by name — existing ones get new entries, new ones are created.

Required columns: date (YYYY-MM-DD), account (name), amount (number, no $ sign). Optional: type, category, active, position. Download the template to see the format.

Open import & export →

Sync

Sign up to sync your data across devices. Your data is encrypted in your browser before leaving — the server never sees it unencrypted.

1. Go to Login → Sign Up.
2. Create an account (email + password, 12 characters minimum).
3. On another device, log in. Your data syncs automatically.

Already have local data? It uploads after signup.

The small dot in the menu bar shows sync status: green = synced, red = error.

Sign up for sync →