Owner Financial Snapshot
Your personal money command center for the selected month.
Financial Snapshot
See income, bills, spending, debt pressure, savings progress, leftover cash flow, and your personal financial wellness score.
Financial Wellness Score
Add your income, bills, and goals to calculate your score.
Owner Intelligence Notes
Budget Flow
Upcoming / Overdue Bills
Income Tracker
Track expected and received income by source. Mark each item personal or business so the system can show blended and separated money flow.
Add Income
Income Records
Bill Tracker
Track recurring and one-time bills, due dates, autopay, paid status, and category pressure.
Add Bill
Bill Records
Spending Tracker
Log purchases and identify spending leaks by category, need/want type, and payment method.
Add Spending
Spending Records
Debt Tracker
Track credit cards, loans, collections, medical debt, balances, minimum payments, due dates, and payoff priority.
Add Debt
Debt Records
Savings Goals
Track emergency fund, moving fund, car down payment, business cushion, taxes, debt settlement, and custom goals.
Add Goal
Goal Records
Affordability Simulator
Test a new car payment, rent increase, loan payment, or expense before committing. The simulator uses your selected month totals as the baseline.
Scenario Inputs
Scenario Result
Monthly Report
Print or save this as PDF for your personal financial binder.
Settings + Backup
Adjust owner details, change PIN, export/import your local data, seed sample data, or reset the system.
Owner Settings
Backup + Data Tools
This v1.0 stores data in this browser only. Export backups before clearing browser history or switching devices.