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
TICKER FUND NAME ALLOC TER
%
BADGE LABEL
Add Budget Item
ISA Allowance History

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

Allowance Trackers

Toggle which trackers appear on the overview. Tag your accounts with the listed tag to be tracked automatically.

ADD TIER
OR SIMPLE RATE (clears all tiers)
RATE VALIDITY (optional — flags 1 month before expiry)
Add Calculator
⚙ Settings
v1.0.0
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.
Mobile Navigation
Select which tabs appear in the middle slots. Overview and More are always shown.
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 · hides debt section from Overview
Privacy
Blur Sensitive Details
Hides balances and figures — 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 · import replaces all data
Legacy JSON Import / Export
Unencrypted .json — 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
Full Reset
Wipe entire profile · reset all settings · restart onboarding
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 — use the Edit Account modal instead
Advanced
Coming soon…
Contact
Questions or feedback?
About
Version: 1.0.0
Storage used: —
Storage
All data is stored locally in your browser's localStorage. Nothing is sent to any server.
Legal
NEW BALANCE
RECENT HISTORY
RATE TIERS
ADD TIER
OR SIMPLE RATE (clears all tiers)
RATE VALIDITY — flags 1 month before expiry
Allowance & Wrapper Tags
System & Category Tags
Emergency Fund
Counts this account toward your emergency fund target
⚠ 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
More
Tools
Privacy Policy

Effective: May 2026

Data Storage

All financial data you enter is stored exclusively on your device using your browser's localStorage. No data is ever transmitted to any server, cloud service, or third party.

What Is Stored

The app stores account balances, budget items, notes, settings, and milestones that you enter. This data never leaves your device and is not accessible to the developer or any third party.

Backups

When you use the export feature, your data is encrypted on your device before being saved as a file. The encrypted file is not sent to any server. Only you hold the decryption password.

Analytics & Tracking

This app contains no analytics, no tracking code, no advertising, and no cookies. There are no third-party scripts except Google Fonts, used only for typography.

Your Rights

Because no data is collected or stored outside your device, there is nothing to request, export, or delete from our end. To remove all app data, clear your browser's localStorage for this site.

Contact

Questions about this policy? hello@example.com