My Finances
PERSONAL FINANCIAL DASHBOARD
Last updated
โ€”
Welcome
Personal Financial Dashboard โ€” let's get set up
Multiple Countries
Track accounts across more than one country
ADD FUND
TICKER FUND NAME ALLOC TER
%
BADGE LABEL
Add Budget Item
ISA Allowance History

Click Restore to switch back to a previous year โ€” current year will be archived.

ADD TIER
OR SIMPLE RATE (clears all tiers)
RATE VALIDITY (optional โ€” flags 1 month before expiry)
Add Calculator
โš™ Settings
v2.4
Appearance
Dark Mode
Switch to a darker colour scheme
Show Section Totals
Display subtotals at the bottom of each section
Show Allowance Widget
Display tax wrapper allowance bar on the Overview page
Collapse Tables by Default
Each category tab starts collapsed when first opened
Page Tooltips
Show guided tips when first visiting each area. Toggle on to reset and replay all tips.
Behaviour
Include Cash in Investing Total
Adds uninvested cash (set in Investing tab) to investment totals and charts
Hide Debt
Removes the Debt tab entirely ยท hides debt section from Overview
Privacy
Blur Sensitive Details
Hides balances and figures โ€” hover over any value to reveal
Inactivity Blur
Blur sensitive values after a period of no mouse or keyboard activity
Inactivity Timer
Time before blur activates
Backup
Import / Export Encrypted Backup
Password-protected .fin file ยท import replaces all data
Legacy JSON Import / Export
Unencrypted .json โ€” for data portability or migration only
Monthly Bulk Balance Update
Select accounts to appear in the monthly update prompt. The wizard appears once per month when you open the dashboard.
Monthly Bulk Update
Run the monthly balance update wizard immediately
Danger Zone
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
Regional Preferences
Primary Region
Sets default tax wrappers and allowance limits
Currency Symbol
Shown on all monetary figures across the dashboard
Active Wrappers / Tags
Tags that count toward allowance tracking (comma-separated)
Dashboard Management
Permissions
Disable Name / Notes Editing
Prevents clicking account name or notes to edit โ€” use the Edit Account modal instead
Advanced
Coming soonโ€ฆ
Contact
Questions or feedback?
About
Version: 1.0.0
Storage used: โ€”
Storage
All data is stored locally in your browser's localStorage. Nothing is sent to any server.
NEW BALANCE
RECENT HISTORY
RATE TIERS
ADD TIER
OR SIMPLE RATE (clears all tiers)
RATE VALIDITY โ€” flags 1 month before expiry
Allowance & Wrapper Tags
System & Category Tags
๐Ÿ›ก๏ธ Emergency Fund
Counts this account toward your emergency fund target
โš  We do not store your password or encryption key. If you lose your password, encrypted backups cannot be recovered.
New Dashboard
Load Sample Data
Pre-fill with example accounts and figures
Monthly Balance Update

Update balances for your tracked accounts. Press Enter to advance to the next field.

ENTRY DATE applies to all
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