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Assets
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Liabilities
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Review
Assets
Liabilities
Review
Choose Your Template
Choose a template that matches your financial situation
Choose your preferred spreadsheet layout
Upload Your Data

Upload your Excel file (.xlsx or .xls) and we'll help you map the columns to the right fields.

Upload Account Screenshots

Take screenshots of your account balances and we'll automatically identify and map them using AI.

Tips for best results:
  • Ensure account names and balances are clearly visible
  • Include the institution name if possible
  • Take screenshots in good lighting
  • Upload multiple screenshots for comprehensive coverage
You can select multiple images at once
AI-Powered Features
  • OCR Text Recognition
  • Account Type Detection
  • Balance Extraction
  • Smart Mapping
  • Institution Recognition

Latest Transactions

Track your financial entries and net worth over time

July 2025
Updated recently
Net Worth
$1,949,487.00
Assets
Cash
$421,139.00
Investments
$519,079.00
Real Estate
$1,577,728.00
Retirement
$449,897.00
Vehicles
$0.00
Personal
$0.00
Liabilities
Total Liabilities
$1,018,356.00