WealthFlow

Net Worth (Base )

—

Include Lending FX: —

Total Assets

—

Cash/Bank · Savings · Investments · Crypto

Total Liabilities

—

Credit Cards (manual)

Outstanding Principal

—

Active loans only

Total Repaid (Principal)

—

Cumulative

Interest Collected

—

All time

Assets by Category

Accounts

—

Savings & Investments

—

Crypto

—

Lending

—

Financial Health (AI)

Score —/100

—

Accounts (Cash / Bank / Credit Card)

Type

Name

Currency

Balance / Limit Used

Note

Type	Name	Currency	Amount	Note	Actions

Savings & Investments (Manual)

Asset Name

Currency

Amount

Mode/Type

Note

Name	Mode	Currency	Amount	Note	Actions

Goals — AI Mode

Click AI Mode to get prioritized allocations and tips.

Crypto Portfolio

Lot Method

Ticker

Quantity

Buy Price (per unit)

Currency

Note/Wallet

Buy: enter positive qty with buy price. Sell: enter negative qty with sell price. Live prices via CoinGecko (cached 2 min).

Ticker	Qty	Avg Cost	Currency	Last Price (SGD/INR/USD)	Value (Base)	Realized \| Unrealized (Base)	Note	Actions

Crypto — AI Mode

Click AI Mode to get allocation, concentration and risk tips.

New Loan

Borrower

Currency

Principal

Annual Interest %

Start Date

Notes

Interest accrues daily on remaining principal between transactions (Actual/365).

Loans

Sort by

Borrower	Currency	APR%	Principal Balance	Repaid	Interest	Last Txn	Status	Actions

Tip: Configure variable rates, interest-only periods, and late fees via Terms.

Lending — AI Mode

Click AI Mode to get repayment and follow-up suggestions.

Transactions

Date

Type

Account

Categories & Monthly Totals

New Category

All Categories

Monthly Totals

Aggregated at close. Totals shown in base currency.

Month	Category	Total (Base)

Budgets & Envelopes

Month

Enable rollover Budgets are stored in SGD internally and converted for display.

Category	Budget	Spent (month-to-date)	Available	Progress

Savings Goals

Goal Name

Currency

Target Amount

Current Amount

Target Date

Shows required monthly top-ups and a simple burn-down projection.

Goal	Currency	Target	Current	Target Date	Months Left	Required Monthly	Progress	Actions

Goal Burn-down

Goal

Expense Trends (Last 12 Months)

Totals based on closed months.

Category Drill-down

Weekday Heatmap

Intensity by total expenses per weekday (last 90 days).

Net Worth (Base )

Total Assets

Total Liabilities

Outstanding Principal

Total Repaid (Principal)

Interest Collected

Assets by Category

Financial Health (AI)

Accounts (Cash / Bank / Credit Card)

Savings & Investments (Manual)

Goals — AI Mode

Crypto Portfolio

Crypto — AI Mode

New Loan

Loans

Lending — AI Mode

Transactions

Categories & Monthly Totals

All Categories

Monthly Totals

Budgets & Envelopes

Savings Goals

Goal Burn-down

Expense Trends (Last 12 Months)

Category Drill-down

Weekday Heatmap

Security Lock

Data Management

🔒 App Locked

Net Worth (Base INRSGDUSD )

Total Assets

Total Liabilities

Outstanding Principal

Total Repaid (Principal)

Interest Collected

Assets by Category

Financial Health (AI)

Accounts (Cash / Bank / Credit Card)

Savings & Investments (Manual)

Goals — AI Mode

Crypto Portfolio

Crypto — AI Mode

New Loan

Loans

Lending — AI Mode

Transactions

Categories & Monthly Totals

All Categories

Monthly Totals

Budgets & Envelopes

Savings Goals

Goal Burn-down

Expense Trends (Last 12 Months)

Category Drill-down

Weekday Heatmap

Security Lock

Data Management

🔒 App Locked

Net Worth (Base )