Smart Money Folio

Your Money. Your Wealth. Your Future.

One ledger for money that lives in two countries.

Replace the spreadsheet. Track income, recurring costs, remittances, and family wealth in one place — built for households whose money crosses a border every month, in any pair of currencies.

Dual-currency cash flow

Fixed income in one currency, recurring costs like rent and insurance, and loan payments in another — planned together instead of across six tabs.

Consolidated family wealth

Mutual funds, deposits, bonds, retirement accounts, and pensions across every family member, tracked against one lifetime target.

One household, many members

Tag accounts and goals to a spouse or child who never needs to log in — or invite them with view-only access when they're ready.