A thoughtful place for every part of your money.

One screen for net worth, cash flow, budget progress and what is coming up.

Checking, savings, cards, loans and investment accounts in a single list.

Search, filter, categorise, split and annotate every transaction.

Teach SolvMoney once and let it categorise the same merchant forever.

Attach receipts to transactions and split a single purchase across categories.

Category budgets or flexible spending targets, tracked against real spending.

Savings goals with target dates, and payoff plans for cards and loans.

Recurring charges detected, listed on a calendar and reminded ahead of time.

Income against expenses, by month, category, merchant and account.

Assets minus liabilities, tracked over time with history you can compare.

Portfolio balances and holdings, with deeper analysis on the Plus tier.

Ask questions about your own money and get explained, sourced answers.

Share a financial picture with a partner, with explicit permissions.

Project net worth, model scenarios and compare them side by side.

Keep business entities separate, with profit-and-loss summaries.

Educational guidance on organising a financial legacy.

Authorise an outside AI tool to read your SolvMoney data, scoped and revocable.

Profile, notifications, subscription, data export and account deletion.