Take control of your money

MoneyPilot is a personal finance dashboard that puts your most important budget details front and center—income, expenses, debt, goals, investments, net worth, and more. Track your progress, plan the year, and print a clean report anytime.

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This Month's Income
$0
This Month's Expenses
$0
Net Worth
$0
Inputs (Income)
$0
Outputs (Expenses)
$0
Savings Rate
0%
Quick Add
Goals
Emergency Fund
$0 / $0
0%
Debt Elimination
$0 / $0 paid
0%
Overview
Month
Recent Transactions
Date Type Category Account Amount
Spending Flow (Sankey)
Income → Needs/Wants/Savings → Categories
Debit & Credit Payments
Card Type Due Balance Min Pay
APIs & Syncs

Fetch curated budgeting frameworks (Zero‑based, 50/30/20, Envelope, etc.).

    Pull illustrative retirement account balances and contribution suggestions.

    Demo sync retrieves crypto balances (mock fallback if no token). For production, use OAuth or a secure token proxy—never expose secrets in the browser.

    Bearer

    VIN
    Plan Spending for the Year

    Set planned spending per month. Compare with actuals throughout the year.

    Month Planned $ Actual $
    Planned vs Actual

    MoneyPilot — Printable Report

    Generated on

    Key Metrics
    • This Month's Income:
    • This Month's Expenses:
    • Net Worth:
    • Savings Rate:
    Goals
    • Emergency Fund:
    • Debt Elimination:
    Recent Transactions