Netquity unifies your accounts, assets, liabilities, and goals into one elegant workspace — with the analytics to understand every number.
Net Worth
$124,850
Assets
$186,200
Liabilities
$61,350
Savings/mo
+$2,340
See it in action
The dashboard surfaces your net worth, cash flow, recent transactions, and goal progress — everything you need, in one elegant view.
Dashboard
March 2026
Net Worth
$124,850
Assets
$186,200
Liabilities
$61,350
Cash
$42,100
Balance History · 8 months
Spending by category
Recent transactions
Salary
Rent
Groceries
Freelance
Transactions
Income
+$5,200
Expenses
-$2,840
By category
Income vs Expenses
March 2026
Salary
Income
Rent
Housing
Freelance
Income
Groceries
Food
Netflix
Entertainment
Log income and expenses with custom categories. Filter by period or account, bulk-import from CSV, and explore spending patterns through real-time charts.
Real estate, securities, crypto, vehicles, business equity — add any asset type, link it to an account, and watch your total value update live.
Assets
Total Asset Value
$186,200
3 assets
Apartment
AssetReal Estate
$145,000
S&P 500 ETF
AssetSecurities
$28,400
Bitcoin
AssetCrypto
$12,800
Goals
Emergency Fund
Target: $10,000
$7,800
78%
Vacation Trip
Target: $5,000
$2,250
45%
New Car
Target: $15,000
$3,450
23%
Monthly Budget
March 2026
$2,840 / $4,000
71% used · On track
Housing
$1,200 / $1,400
Food & Dining
$624 / $800
Entertainment
$120 / $300
Transport
$240 / $400
Define savings targets for anything that matters to you. Set monthly category limits and get a crystal-clear picture of where every dollar goes.
Core features
From daily transactions to long-term net worth projections, Netquity covers the full spectrum of personal finance.
See all your assets, accounts, and liabilities in one place. Know exactly where you stand at any moment.
Log, categorize, and analyze every income and expense. Bulk import from CSV or enter manually with ease.
Set targets for savings, travel, or major purchases. Track progress with visual milestones and alerts.
Set category-level spending limits and get a clear picture of where your money goes each month.
Track investments, property, vehicles, loans, and debt with full balance history and gain/loss tracking.
Deep insights into cash flow trends, spending breakdowns, and period-over-period comparisons.
Professional tools
Four professional-grade financial calculators and simulators — included at no extra cost.
Model your financial trajectory years into the future based on your current assets and savings rate.
Visualize how different spending or income scenarios would impact your overall financial health.
Estimate the equity value of your business using standard financial valuation methodologies.
Find the fastest, cheapest path to eliminating debt with full amortization projections.
Two modes, one platform
Netquity adapts to your needs. Begin with the essentials, unlock full power whenever you need it.
A clean, focused experience for everyday financial management.
The full power of Netquity, unlocked for serious wealth management.
Set up your Netquity account and organize your finances into projects.
Add accounts, assets, liabilities, and import your transaction history.
Use analytics and professional tools to truly understand and grow your wealth.
Join the waitlist and be among the first to experience Netquity when we launch.
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