Your entire net worth in one overview. Your data stays yours.
A household’s money is spread across banks, brokers, pension funds and a mortgage lender. Each one provides its own overview. Scotis brings them together and works out what the Dutch rules mean for them.
A complete picture in three steps.
- 1
Import your data
Add the export files from your bank and broker to Scotis, and download your pension overview from mijnpensioenoverzicht.nl. You don’t need a bank connection or a password.
- 2
Scotis does the maths
Prices are updated, transactions categorised, and Box 3, pension and returns calculated according to the rules of the current tax year.
- 3
See where you stand
Net worth, monthly spending and progress towards your goals in one overview. Per person or together, on your phone and laptop.
What Scotis stands for.
Privacy by design
Your data is locked on your own device, with the same strong encryption banks use. Only you have the key. So we cannot read your amounts, accounts and transactions, even if you use Scotis on several devices.
With the Dutch rules built in
Scotis works out Box 3 (tax on savings and investments), AOW (Dutch state pension), pension, bijtelling (tax on a company car) and gift tax exemptions according to the rules of the Belastingdienst (Dutch Tax Administration) and the SVB (Social Insurance Bank). Whenever the rules change, we update the calculations.
For the whole household
Assets and debts per person or joint. With sync, partners work in the same overview, each on their own device.
No advice. No products. No ads.
Scotis does not give investment or tax advice and does not sell financial products. We don’t show ads and we don’t sell data.
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