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- Health checkWhat is missing or out of date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