Know your numbers,
at a glance
Get a complete picture of your financial health. Assets, debts, income, expenses - all in one clear dashboard.
Free. No credit card required.
Your Financial Picture
Understanding where you stand is the first step to financial success
Net Worth Calculation
Your net worth is assets minus liabilities. Tracking it over time shows whether you're building wealth or going backwards.
Financial Health Metrics
Beyond net worth, understand key ratios like savings rate, debt-to-income, and emergency fund coverage.
Tracking Progress Over Time
Regular snapshots reveal trends. Are you saving more? Is your net worth growing? See your progress month over month.
See your complete financial picture
One dashboard to understand where you stand and where you're headed
Comprehensive Overview
See all your accounts, assets, debts, and cash flow in one organized dashboard.
Secure & Private
Your financial data is encrypted and private. We never sell your information.
Historical Tracking
Compare snapshots over time to see your financial progress and identify trends.
Export & Share
Download your snapshot or share securely with an advisor for personalized guidance.
Don't take our word for it!
Hear it from our clients.
“Four months later, I bought another in Frankfurt for €600k”
Kristine
Australia
“Explained everything clearly and provided a tailored solution”
Marieke Neleman
Netherlands
“An honest sparring partner for financial decisions”
Ruwen Bussinger
Germany
Snapshot FAQs
To get a complete picture, you'll enter your assets (bank accounts, investments, property), debts (loans, mortgages, credit cards), income sources, and major expenses. It takes about 15-20 minutes.
We use bank-level encryption to protect your data. We never store login credentials to your accounts, and we never sell your information. You can delete your data at any time.
Currently, you manually enter your financial data. This gives you full control and works with any bank or institution. We're exploring secure account connection options for the future.
We recommend updating monthly or whenever something significant changes (new job, major purchase, loan payoff). Regular updates give you the best view of your financial trajectory.
Yes! You can export your snapshot or share a secure link with a Financemate advisor. This helps us give you personalized recommendations based on your actual situation.