Monthly Tracking
Keep meaningful household income and expenses together. Update your records periodically, without logging every small purchase.
- Record income and household expenses
- See monthly totals
- Keep your history together
Features
Everything in its place.
Simple tools to organise your household’s financial life.
Investments & Savings
Organise records of your investments and savings so you can see where your household’s money is held.
- Keep investment records in one place
- Record deposits and other savings
- See your recorded values
Assets & Loans
Bring your assets and liabilities into one clear picture, from property and savings to loans and repayments.
- Organise what you own
- Keep track of what you owe
- Understand your net worth
By Family Member
Keep each family member visible within the household picture. Understand whose assets, savings and goals you are looking at.
- Organise records by family member
- See individual financial positions
- Keep the household picture clear
Financial Goals
Keep your family’s financial goals alongside your records, whether you are thinking about a home, education or retirement.
- Record your family’s goals
- Keep target amounts together
- Review your progress
Your Financial Picture
Turn scattered records into an organised view of household finances. Useful calculations help you understand the information you record.
- See assets and liabilities together
- Review household totals
- Understand where you stand
Your records, wherever you are
Access SmartMoneyFolio through a web browser on your computer, tablet or phone.
For you and your family