Private wealth operating system for cash, net worth, and runway
A household command center for independent operators. See net worth, cash, and spending in one workbook, then import statements instead of typing them.
Included:
Core wealth dashboard: net worth, cash, and budget in one view
Bank CSV import: paste monthly statements and auto-categorize merchants
Freelance income smoother: three-month rolling average for irregular income
Forward runway predictor: project savings to a defined independence date