This probably sounds familiar
Every bank has an app.
None of them show the whole picture.
Balances here. Card spending there. The plan lives in a spreadsheet you stopped updating. 🙈
Apple Silicon Local-first Signed & notarized
- 01
Drop it in
Bring the messy files.Bank exports, card exports, final-final-july.csv. We’ve seen worse.bank.csvfinal-final-july.csv
- 02
Sort it out
Give every euro a job.Rent, travel, repairs, future-you. Virtual accounts, without moving a cent.
- 03
Ask away
Skip the life story.Your Advisor already knows the plan, the goals, and which money is spoken for. Nice. 😌