Personal & Business Finance

Your Complete Financial Command Centre

Track income, expenses, assets, and liabilities across personal and business books. Real double-entry accounting, simplified into a clean, modern experience.

No credit card required. Free plan available.

Total Net Worth

$284,520

+12.4%
Total Assets

$312,400

Liabilities

$27,880

JanDec

0k+

Active Users

0k+

Transactions Tracked

0+

Currencies Supported

0.0%

Uptime Guarantee

Why Manage Wealth

Financial clarity, without complexity

Built for people who want to understand their money — not wrestle with spreadsheets or enterprise software.

One App, All Your Finances

Manage personal savings, business accounts, and family budgets in separate books — all within a single, unified platform. No more juggling between apps.

Real Accounting, Simplified

Powered by proper double-entry accounting under the hood, but designed for people who don't think in debits and credits. Professional accuracy, effortless experience.

Works Everywhere You Do

Access your financial data from any device — desktop, tablet, or phone. Your data syncs instantly across all platforms, so your finances are always at your fingertips.

Features

Everything you need to manage your wealth

From daily expense tracking to comprehensive balance sheets — Manage Wealth gives you the tools for complete financial visibility.

Multi-Book Management

Organise your finances across separate books for personal, business, and family use — all within a single account.

Income & Expense Tracking

Log every transaction with categories, dates, and notes. See exactly where your money comes from and where it goes.

Assets & Liabilities

Track what you own and what you owe. Monitor bank accounts, investments, property, loans, and credit in one place.

P&L & Balance Sheet Reports

Generate professional Profit & Loss and Balance Sheet reports powered by real double-entry accounting.

Multi-Currency Support

Work in over 30 currencies with automatic exchange rate conversion. Perfect for international finances.

Document Management

Attach receipts, invoices, and important documents to transactions. Keep everything organised and accessible.

Team & Family Sharing

Invite members with role-based access — Owner, Admin, Editor, or Viewer. Collaborate without compromising control.

Secure Password Vault

Store sensitive credentials in a PIN-protected vault within each book. Your financial passwords, safely organised.

For Individuals

Personal finance, beautifully organised

Whether you're tracking daily spending or building long-term wealth, Manage Wealth gives you clarity and confidence over your financial life.

Individuals

Track every pound and penny. See your complete financial picture — income, spending, savings, and net worth — in one clean dashboard.

Couples & Families

Share financial books with your partner or family. Set roles so everyone stays informed without compromising control.

Wealth Builders

Monitor assets across bank accounts, investments, and property. Track liabilities and watch your net worth grow over time.

Net Worth

$156,320

+8.2% this year
Assets $184kLiabilities $28k

This Month

+$5,200

Income

This Month

-$3,180

Expenses

Business P&L

$42,800

Net Profit (YTD)

📊

Revenue

$128,400

Team

6 Members

For Business

Business finances, structured and visible

From solo founders to growing teams — get the financial clarity your business needs without enterprise complexity or cost.

Founders & Freelancers

Keep business finances separate and structured. Generate P&L reports for tax time without an accountant.

Small Teams

Invite team members with the right level of access. Everyone sees what they need — nothing more, nothing less.

On-the-Go Operators

Log expenses, check cash flow, and review reports from any device. Your business finances travel with you.

Pricing

Simple, transparent pricing

Start free, upgrade when you're ready. Every plan includes a 14-day trial of premium features.

Free

Get started with essential finance tracking.

$0/ forever
  • 1 financial book
  • Income & expense tracking
  • Basic dashboard
  • 50 MB document storage
  • Single currency
Most Popular

Pro

Full control over your personal finances.

$3.99/ per month
  • Unlimited books
  • Multi-currency support
  • P&L & Balance Sheet reports
  • CSV import
  • Document attachments
  • Secure password vault
  • Priority support

Family

Manage finances together as a household.

$6.99/ per month
  • Everything in Pro
  • Up to 5 family members
  • Shared books with role access
  • Family dashboard overview
  • Consolidated net worth view
  • Priority family support

All prices in USD. Cancel anytime. No hidden fees.

Security

Your data, your control

Built with privacy-first principles and modern infrastructure. Your financial data is protected at every layer.

Encrypted & Secure

All data transmitted over HTTPS with TLS encryption. Your financial information is protected at every layer.

PIN-Protected Vault

Store sensitive credentials in a dedicated vault with 8-digit PIN protection and automatic 30-minute timeout.

Role-Based Access

Granular permissions — Owner, Admin, Editor, Viewer. Control exactly who can see and modify your data.

Cloud Infrastructure

Built on Supabase and AWS with row-level security policies. Enterprise-grade infrastructure you can trust.

How It Works

Get started in minutes

Four simple steps from sign-up to complete financial visibility.

01

Create Your Account

Sign up in seconds with email or Google. No credit card needed to get started.

02

Set Up Your Books

Create financial books for personal, business, or family use. Customise currency and fiscal year.

03

Track Your Finances

Log income, expenses, assets, and liabilities. Attach documents and categorise everything.

04

Grow Your Wealth

Monitor net worth, review reports, and make informed decisions with a clear financial picture.

FAQ

Frequently asked questions

Everything you need to know about Manage Wealth.

Ready to take control of your finances?

Join thousands of individuals and businesses managing their wealth with clarity and confidence. Start your free account today.

Get Started Free

No credit card required. Free plan included.