Personal Finance Dashboard

Track your income, expenses, and investments effortlessly.

About Personal Finance Dashboard

We empower you to manage your finances effortlessly, tracking income, expenses, assets, and investments with a modern, user-friendly platform.

Our Services

Track your finances effortlessly with our comprehensive personal finance dashboard.

Smart Predictions

Leverage AI to predict your financial trends and make informed decisions for your future.

A computer screen displays a financial dashboard with stock market data, including indices like S&P 500 and NASDAQ, along with commodities like gold prices. A red line graph shows a declining trend, indicating negative market performance.
A computer screen displays a financial dashboard with stock market data, including indices like S&P 500 and NASDAQ, along with commodities like gold prices. A red line graph shows a declining trend, indicating negative market performance.
Budgeting Tools

Create and manage budgets easily to ensure you stay on track with your financial goals.

Visualize your investments and assets with our intuitive portfolio view for better management.

Tax Assistance
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Choose Your Plan

Start tracking your finances effortlessly today!

Frequently Asked Questions

How does the dashboard work?

It tracks your finances via apps and email integration.

Is my data secure?

Yes, we prioritize your privacy and use secure methods for data handling.

What features are included?

Our dashboard includes AI predictions, budgeting tools, portfolio views, tax helpers, and family mode for comprehensive financial management.

Can I try it for free?

What are the pricing plans?
What is family mode?

Family mode allows multiple users to manage finances collaboratively within the dashboard.