Skip to main content
Personal finance snapshot builder

Know your net worth.Plan with clarity.

Build a beautiful one-page net worth dashboard from your assets, liabilities, and monthly cash flow — no spreadsheets required.

What is this app?

A guided wizard that turns your financial inputs into a shareable net worth dashboard — useful for personal planning, FIRE tracking, or discussing finances with a partner or advisor.

Complete net worth picture

Assets minus liabilities, broken down by liquidity and category.

Monthly cash flow

See income, outflows, loan payments, and what's left each month.

12-month projection

Forward-looking net worth trajectory based on surplus and growth assumptions.

Private & local-first

Your data stays in your browser until you choose to export or email it.

How to use it

  1. 1

    Tell us about you

    Add your profile, career, goals, and family context — this shapes the dashboard header and key details.

  2. 2

    Add assets & liabilities

    List cash, investments, gold, property, loans, and EMIs. We classify liquidity and calculate net worth automatically.

  3. 3

    Map monthly cash flow

    Enter salary, investments, expenses, and savings to see your monthly surplus and runway.

  4. 4

    View your dashboard

    Get a one-page snapshot with charts, projections, and export options — download PNG, print/save PDF, or email PDF.

Have feedback?

Found a bug or have an idea? We'd love to hear from you.