Help Center

Records, values and connected data

Understand what you maintain yourself and what is still in development.

Your recorded values

Most values are entered and updated by you. Keep them aligned with your own statements and records, and review the underlying entries when a dashboard figure looks unexpected.

Connected data

The Enriched plan is in development. Its final capabilities and availability will be confirmed before launch. Open banking and automatic transaction import are not currently available.

Renewals and reminders

The app displays recorded renewals and calculated maintenance reminders. It does not currently send scheduled reminder emails or automatically renew services.

Does Financial Portfolio automatically update account balances?

No. Most current values are manually maintained. Automatic bank transaction import is not available.

Why does my net worth dashboard look wrong?

Check for missing or duplicate asset and liability records, outdated values and shared ownership entries. The dashboard reflects the information you have recorded.

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.

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