The Financial Portfolio blog
Ideas for a more organised financial life.
Articles and practical guides about scattered records, shared understanding and the information behind your wealth.
Showing 11 articles
Bring your financial records together
A manageable way to move from scattered folders to a clear financial record.
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Choosing a family wealth tracker app: what to compare before you commit
Compare ownership records, family access, documents and ongoing upkeep to choose a wealth tracker that fits how your household works.
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Estate preparation software vs a will: choosing a financial record organiser
Understand what an estate record organiser can help with, what needs formal legal arrangements, and which features to evaluate before choosing software.
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Prepare a clearer financial handover
Help someone you trust understand where the important records are and who to contact.
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Sharing family financial records with advisers: which app features matter?
Compare viewer permissions, document sharing and reports before choosing an app to organise the information you share with professional advisers.
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The hidden cost of managing your finances with spreadsheets
When files multiply, the work shifts from understanding your finances to keeping the files in order.
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Top 5 wealth tracker apps for Australians in 2026: a practical comparison
Compare Financial Portfolio, WealthStacker, Track My Wealth, Richify and Sharesight in 2026 by purpose, price, upkeep and family use, with more context than the number on a dashboard.
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How to Track Property, Mortgages & Owners
A property value is only one part of the story. You also need its loan balance, owners, as-at dates and the documents that support the entries.
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Understand your recorded net worth
Put assets and debts in the same picture without losing sight of what the numbers mean.
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What happens to your financial information when you’re gone?
A financial record can help your family find the information they need, when finding it matters most.
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What to Record About Insurance Policies
When a renewal or claim matters, the useful question is often “Where is the current policy?” Start with a reliable record of the provider, policy and documents.
Read article ↗How can I organise financial information for my family?
List the assets and debts, identify the people involved, keep documents with their records and explain how a trusted person can find the information. Start with the family handover article and guide.
When is a spreadsheet no longer enough for wealth tracking?
It may become difficult when ownership, loans, policies, documents and sharing need separate but connected records. A spreadsheet remains useful for simple or custom calculations.
Start with what you have
Bring your financial life into focus.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.