YOUR FAMILY'S FINANCES, CONNECTED
Your money, clearer.
With less keeping up.
Connect supported bank accounts. Bring documents in with AI. Refresh linked balances and market prices without rebuilding a spreadsheet, so you can spend more time on the decisions that matter.
One subscription per family. Unlimited invited members.
A 30-day trial to get your whole picture in place.
Less setup.
Less keeping up.
START WITH WHAT MATTERS TO YOU
Different questions.
One connected picture.
Browse every feature in one place. Choose an area to jump to the features that matter to you.
Your Financial Picture
Stop piecing your wealth together.
A bank balance here, an investment account there, a property value in a spreadsheet. When the pieces are scattered, it is hard to know what you own, what it is worth and whether you are moving forward.
Bring the records together. Let connections do more of the updating.
Everyday Money
Understand the month, without the spreadsheet.
Income arrives from different places, payments disappear across accounts and subscriptions quietly renew. It can take a lot of work just to understand what came in, what went out and what is left.
Start with connected bank records, then turn activity into a clearer conversation.
Borrowing & Lending
Know what you owe. Follow what is owed to you.
Loan agreements, repayment dates and bank references rarely tell the whole story on their own. Whether you are borrowing or lending, keeping balances and payments straight should not become another administrative job.
Keep the agreement and the money trail connected, with less repetitive paperwork.
Planning Ahead
Explore your choices before you make them.
When you have several income sources, company dividends and allowances to consider, the best next step is not always obvious. Decisions are harder when the underlying records are incomplete or out of date.
Build on a better-maintained financial picture, then compare the assumptions that matter.
Assets
Connect supported bank accounts with TrueLayer, use AI to help set up records and prefill company details from Companies House. Less typing, with ownership and valuation context kept alongside your assets.
Explore assetsYour Financial PictureHoldings / Stocks & Shares
Bring portfolios in from documents with AI assistance, then refresh supported market prices through the finance API. Spend less time maintaining prices and more time understanding your holdings.
Explore holdingsYour Financial PictureNet Worth Tracking
See your recorded assets and liabilities together. As linked balances and supported prices refresh, the bigger picture needs less manual upkeep, while recorded valuations remain yours to review.
Explore net worthEveryday MoneyIncome
Bring salary, rent, dividends and interest into one income picture. Supported TrueLayer connections reduce the effort of collecting bank activity; the income view helps distinguish what you expect from what arrives.
Explore incomeEveryday MoneySpending
Review the transactions and categories behind your outgoings, with supported bank activity refreshed through TrueLayer. The spending tools help you spot changes and recurring costs worth a closer look.
Explore spendingBorrowing & LendingLoans Payable & Credit
Bring recorded mortgages, cards and other borrowing into the same picture as your assets. See what you owe and plan around repayment commitments.
Explore borrowing & creditBorrowing & LendingLoans Receivable
Use AI to prefill loan terms and review historical repayment imports. Record receipts with principal and interest kept separate, then review an automatically prepared confirmation email before choosing to send it.
Explore loans receivablePlanning AheadTax Planning & Allowances
Explore income scenarios and estimated tax and take-home outcomes, alongside ISA and capital-gains records. Understand the trade-offs before discussing a decision with your adviser.
Explore tax planningPlanning AheadDividend Planning
Bring proposed company dividends into your wider income plan. Keep planned, declared and paid amounts distinct, rather than treating an expected payment as money already received.
Explore dividend planningPlanning AheadCharitable Donations
Keep gifts, dates and relevant Gift Aid records together in the donations view. Spend less time finding the details when it is time to review your giving and tax-planning inputs.
Explore charitable givingA CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
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