How it works
Three steps toward a clearer picture.
SolvMoney is designed to turn scattered financial details into a useful view of where you are and what you might do next.
Explore the previewStart with the whole picture. Then make it useful.
The product is still in active development. This walkthrough describes the intended experience, and marks the account connection dependency plainly.
- 01
Bring your finances together
01Add your accounts — current, savings, cards, loans, property and investments. Automatic connections will arrive with a licensed data provider; until then, accounts and balances can be entered by hand or imported from a CSV file.
- Group accounts the way you think about them
- Exclude an account from totals without deleting it
- Import history so the first chart is not empty
- 02
Understand your money
02Work through a month of transactions once, set rules so you never categorise the same merchant twice, then read what comes out: spending by category, income against expenses, recurring commitments and budget progress.
- Rules apply to past and future transactions
- Split one purchase across several categories
- Every chart drills through to the transactions behind it
- 03
Plan what comes next
03Set savings goals with target dates and let SolvMoney calculate the contribution. Compare debt payoff strategies. On the Plus tier, project net worth decades out and compare two scenarios side by side.
- Required contributions calculated, not guessed
- Payoff estimates with the interest figure attached
- Every projection shows the assumptions behind it
There is no bank sync yet.
Automatic connections depend on a licensed data provider, and none has been selected or contracted. The sample dashboard works entirely in your browser on invented information.
See the intended experience for yourself.
Explore the sample experience and the capabilities planned around it.