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Free plan: up to 3 financial entries. No credit card required.
Financial Summary
Good morning — here's your family's net position
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You've used all 3 free entries. Upgrade to add unlimited instruments.
Total Assets
$0
All asset classes
Total Liabilities
$0
Mortgages, loans, cards
Net Worth
$0
Assets minus liabilities
Entries
0 / 3
Free plan limit: 3
All Financial Entries
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Assets
Superannuation, property, shares, savings & more
🔒 We never ask for account numbers, passwords, or login credentials. Record only what you'd tell your solicitor.
Superannuation
Property
Shares & ETFs
Bank Accounts & Term Deposits
Other Assets
Liabilities
Mortgages, personal loans, credit cards & HECS
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🎉
No liabilities recorded
Record mortgages, loans, credit cards or HECS debt
Insurance
Life, TPD, income protection, health & more
🔒 Record policy type and insurer only. Never enter policy numbers here — this is a reference guide for your family.
🛡️
No insurance recorded
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Sharing & Access
Control who can view your financial summary
👫 Partner Access
Your partner gets full read access to your entire financial summary
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🚨 Emergency Contact
Your emergency contact can access a summary in the event of incapacity or death — they cannot edit anything
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🔒 Privacy Notice
Shared users can view only — they cannot add, edit or delete entries. You can revoke access at any time. Shared access is read-only and does not include account numbers (which we never store).
Settings
Account preferences and security
Account
Jane Smith
jane@example.com
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Notifications
Monthly summary email
Receive a PDF summary each month
Shared access alerts
Notify me when someone views my data
Security
Two-factor authentication
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Plan
Current plan: Free
Free: up to 3 entries
Data
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Monthly Plan
$4.99 /month
✔ Unlimited entries ✔ Partner sharing ✔ Emergency contact ✔ PDF export ✔ Priority support
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