Overview
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Income vs Expenses (12 months)
Spending by Category
Recent Transactions
Monthly Summary
Transactions
All transactions from your accounts
| Date | Description | Category | Owner | Bank | Amount | Status |
|---|
Budget
Track spending against your targets
Annual savings & investment target
%
of income
| Category | Budget | Spent | Remaining | Spent |
|---|---|---|---|---|
| Total |
Monthly View
Cashflow and category breakdown by month
Wealth Tracker
Net worth snapshots at irregular intervals
New Wealth Evaluation
Date
Pillar 3a
Pillar 3b
Cash & Savings
Investments
Crypto
Real Estate
Cash Contributions (for market return calc)
Evaluation History
| Date | 3a | 3b | Cash | Invested | Crypto | Apartment | Grand Total | Change | % Change | Mkt Return |
|---|
No evaluations yet — click New Evaluation to add your first net worth snapshot.
Investment Strategy
Kim & Timo · Shared investment playbook
Regular Buying Schedule
Dip Buying Rules
What We Invest In
Strategy, Goals & Notes
Version History
No versions saved yet. Fill in your strategy above and click Save Version to create the first record.
Market Tracker
Live performance of your key indices
S&P 500SPY · S&P 500 ETF
NASDAQ 100QQQ · NASDAQ 100 ETF
Vanguard All-WorldVWRL · IE00B3RBWM25
Detailed Chart
Dip Alert Settings
Set a dip threshold below. When live dip detection is enabled in a future update, you will get a banner alert here when any index drops by this amount. Cross-reference with your Investment Strategy page.