This Month
Upcoming Payments
Recent Activity
Notifications can be shown when My Wealth is open. Background push requires a configured push service.
Transfers
Linked account movementsYOUR FINANCIAL OVERVIEW
Investments
Portfolio performance
All investmentsReturns will appear when investment cost and transaction history are available.
Asset allocation
Accounts
Bank balances, cash, wallets and credit liabilities.
Other assets
Liabilities
Category
Spent / BudgetSet the monthly limit for each category. Existing limits are prefilled and remain unchanged unless you edit them.
Categories
Categories
Net Worth Trend
Breakdown
Category
TransactionsAppearance
Security
Uses your device's passkey authenticator and requires biometric or device verification when available. This app-level lock does not encrypt your stored finance database.
Data
App
Cloud backup & restore
Configure your private cloud connection, sign in, and synchronise or restore your data.
Transaction import
Import transaction history from Bluecoins or a spreadsheet. Review the preview before confirming.
Investment import
Import holdings from a spreadsheet or a CDSL eCAS statement. Review and reconcile before adding holdings.
Export data
Create a portable copy of your transactions or complete My Wealth data.