A clearer picture
of the details.
A few answers about what the tools do, where records stay and how to keep a copy.
Do I need to connect a bank?
No. Values are entered manually. There are no bank connections, live account balances or transaction services.
Does signing in back up my financial file?
No. Financial records stay on the current browser. Download a JSON backup and restore it on another browser if you want to continue there.
What does an account do?
An account keeps the support requests you submit while signed in together. Guest requests are not automatically linked later by email address.
Can I mix currencies?
Each local file uses one currency. Enter amounts in that currency. The software does not convert currencies, and currency changes are blocked while monetary records exist.
Are goals and cash flow added to my net position?
No. The net position uses asset and liability ledgers only. Goals and monthly cash flow remain separate plans so the same money is not automatically counted twice.
Can I make a deposit or invest here?
No. The workspace does not hold money or execute investments. The payment page is solely for an agreed software service invoice assigned to a signed-in account.
Are snapshots investment performance?
No. They are recorded totals at a point in time. Changes can reflect new entries, corrections, different estimates or actual changes. No return percentage is calculated.
What if I forget my account password?
Automated password recovery and email verification are not provided. Use the contact form to ask about access. Do not send a password.
Can I delete my records?
The settings page can clear the local financial file after you confirm you have kept any backup you need. Contact us separately about account or submitted support information.