Good day 👋
📈 Monthly Cash Flow
🍩 Spending by Category
💳 Account Balances
📊 Biggest Movers — vs last month
🕒 Recent Transactions
🧾 Transactions
Cross-account transaction history
| Date ↕ | Description ↕ | Type ↕ | Category ↕ | Subcategory | Account | Amount ↕ | Tax Return | Comment | Split |
|---|
🎯 Budget
Track spending against your monthly limits, by category or subcategory
🏆 Goals
Set and track your personal financial goals
💳 Accounts
Your bank accounts, credit cards, and balances
TOTAL NET WORTH
R 0.00
📈 Strategic Investment Suite
Regulation 28 Compliance · Dual Portfolio Comparison · Factsheet-Derived Projections · AI Analysis
yrs
yrs
% p.a.
% p.a.
Current Portfolio
🔍 Pending AI Analysis
| Fund / Asset | % | Value (R) | |
|---|---|---|---|
| TOTAL | 0.00% |
New / Target Portfolio
🔍 Pending AI Analysis
| Fund / Asset | % | Value (R) | |
|---|---|---|---|
| TOTAL | 0.00% |
📂 Import FNB Statement
Import FNB Cheque or Credit Card statements with AI auto-categorisation.
📄 Statement Log
Every statement ever imported, with its Statement Period, Date, and Opening/Closing Balance. Tick a box to delete a statement (and its transactions).
📁 Reports & Analytics
Generate financial, tax, and net worth reports over any date range
📋 Report
If no dates are selected, the report will cover all time.
📊 Trend Analysis
Spending breakdowns, historical pacing, and net worth structure.
🔮 Financial Forecasting
A long-term projection of your net worth based on your assumptions.
⚙️ Settings
Manage banks, categories, tax details, security, and app preferences