My Finances
PERSONAL FINANCIAL DASHBOARD
Last updated
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Welcome
Personal Financial Dashboard — let's get set up
Multiple Countries
Track accounts across more than one country
ADD FUND
Add Budget Item
ISA Allowance History

Click Restore to switch back to a previous year — current year will be archived.

ADD TIER
OR SIMPLE RATE (clears all tiers)
RATE VALIDITY (optional — flags 1 month before expiry)
Add Calculator
⚙ Settings
Dark Mode
Switch to a darker colour scheme
Hide Debt
Removes the Debt tab entirely · hides debt section from Overview
Collapse All Tables by Default
Each category tab starts collapsed when first opened
Show Section Totals
Display subtotals at the bottom of each section
Blur Sensitive Values
Hides balances and figures — hover over any value to reveal
Include Cash in Investing Total
Adds uninvested cash (set in Investing tab) to investment totals and charts
Show Allowance Widget
Display tax wrapper allowance bar on the Overview page
Regional Preferences
Primary Region
Sets default tax wrappers and allowance limits
Currency Symbol
Shown on all monetary figures across the dashboard
Advanced
Active Wrappers
Tags that count toward allowance tracking (comma-separated)
Export
Export JSON
Download all your data as a JSON backup file
Contact
Questions or feedback?
hello@example.com
About
Version: 1.0.0
Storage used: —
Storage
All data is stored locally in your browser's localStorage. Nothing is sent to any server.
Manage Dashboards
Active Dashboard
Reset to Sample Data
Restore example accounts and figures for the active dashboard
Clear All Data
Wipe all accounts, history, budget and notes for the active dashboard
Allowance & Wrapper Tags
System & Category Tags
Include in EF tracker
Counts this account toward your emergency fund target
New Dashboard
Load Sample Data
Pre-fill with example accounts and figures