Configuration required
Copy config.example.js to config.js and add your Supabase project URL and publishable key.
Secure sign in
Secure your account
Before using your financial dashboard, enrol an authenticator app. Scan the QR code using Microsoft Authenticator, Google Authenticator or another TOTP app, then enter its six-digit code.
Asset allocation
Wealth history
Accounts & last updated
Freshness: under 30 days = current; 30–59 = review; 60+ = stale. These are manual update dates, not live feeds.Accounts
Investment account summary
Each platform is tracked as one account. Individual funds, ETFs and shares are not required.
Future pension income (not included in net worth)
Enter annual projected pension income separately from current pension fund values. Do not add UK State Pension as a current asset.
Add new account
To update an existing record, select Edit on its account card above. Do not re-enter an existing property as a new account.
Investment holdings
Holdings are tracked separately. The investment account balance is the amount counted in net worth, so holdings are not added again.
Net worth history
Snapshots are historical records, not live prices. Chart converts each balance using the FX rate available at capture time.
A snapshot is saved automatically whenever you save or delete an account. You can also capture a manual snapshot at any time. Historical mortgage balances are recorded alongside property valuations.
Account security
Authenticator MFA is required to access financial records. You can sign out using the top-right button.
Exchange rates
Enter the number of GBP per one unit of foreign currency. Rates are manually managed in Version 1; stale or missing rates are never guessed.
Update rates via Supabase SQL Editor. Never assume a missing exchange rate.
Export data
Exports include personal financial information and account identifiers. Keep downloaded files encrypted and private. JSON is a complete data export, not an automated database restore.