Welcome back
How are you feeling today?
Top priorities
What matters most this season.
Coming up
Spending pace
Goals
Sinking funds
Where it went
Essentials
Non-essentials
This month
Your retirement number
Estimates only. Returns aren't guaranteed and real markets go up and down. This isn't financial advice.
Your goals
Sinking fund cashflow
Plans
Map out a big moment step by step, in the order you'll pay for things. Each plan draws from a sinking fund.
Set up
Walk through set up again: getting to know you, your budget, then your accounts. Everything you've entered stays.
Color scheme
Pick the look that feels like yours. Your mood colors stay the same in every scheme.
Your data file
Your money lives in a file you keep, called soft-wealth-data.json. Keep it in a cloud folder like iCloud Drive or Google Drive. Clearing your browser history won't touch it.
Back up your data
Extra copies, or to move your data by copy and paste.
Import from your bank
Upload a CSV with columns Date, Name, Amount, Type, Category. Type is Income, Essential, Non-essential, Savings or Investment. If there's no Type, positive amounts count as income and negative amounts as essentials, which you can change after.
Put it on your phone
iPhone: open this page in Safari, tap Share, then Add to Home Screen. Android: open it in Chrome, tap ⋮, then Add to Home screen. It opens like an app.
Start fresh
Delete every entry and goal on this device.