Where to find what

The app’s menu, as you see it in the sidebar or at the bottom of your phone screen. Every page in the app starts with a short explanation.

 

Overview

Your overall financial position.

  • DashboardNet worth, what changed, your goals and calculators
  • Net worthAssets and debts over time
  • ReportsProOverview as a PDF
Your money

Investing

Everything you invest in, across five tabs.

  • OverviewAll your investments, with a filter for All, Shares & ETFs or Crypto, and prices in euros or the exchange currency
  • ReturnsProYour returns next to an index
  • Dividends & calendarProDividends received and expected, ex-dividend dates and earnings dates
  • SpreadProETF look-through and allocation against your target
  • MarketsProDiscover, Watchlist, News, Crypto market and Crypto watchlist (the crypto market is free)
Your money

Assets & debt

What you own and what you borrow.

  • HomeValue, home equity and risk class
  • Mortgage & loansMortgage parts, student loan and other loans
  • Other assetsSavings, pension pots, car
Your money

Spending

Where the money goes, across five tabs.

  • OverviewWhat you have left this month and can spend per day, with the month running from your payday if you like
  • BudgetBudget per category; savings pots and subscriptions are part of Pro
  • TogetherWho pays what into the joint account
  • TransactionsLook up any transaction and import new ones
  • YearProMonth by month
Looking ahead

Calculators

Eighteen calculators phrased as plain questions, each with a link to the right place.

  • All calculatorsFrom financial independence to overpaying your mortgage, with search and filters
Looking ahead

Plan

Goals and future scenarios.

  • GoalsWhen you will reach your goal (one goal free)
  • Financial independenceProHow long you can manage without income, FIRE, scenarios
  • PensionProWith AOW (Dutch state pension) and tax
  • New jobProCompare net pay
  • Pension investingProJaarruimte (annual allowance for tax-deductible pension saving) and tax refund
Looking ahead

Tax

The Dutch rules.

  • Box 3, gifts & inheritanceProWith tegenbewijs (proof of your actual return), per year, and exemptions
  • Box 3 tax returnProYour position on 1 January, ready for your tax return
Manage

Data

Checks, sync and backup.

  • Health checkWhat is missing or out of date
  • Sync & backupProDevices and a daily copy; your partner views for free
Manage

Settings

Top right in the app, next to the bell for your alerts.

  • General and displayLanguage, country, currency, text size and theme
  • HouseholdNames, years of birth and the day your month starts
  • SubscriptionPro, logging in and entering a code
  • SecurityPassword, locking and recovery code
  • AlertsProPrice limits, big moves and dividends

Try it with the demo first.

Click around with the numbers of a sample household. If you like it, start with your own numbers.

Try the demo