Financial Settings

Define your core financial data. This information powers your dashboard and AI insights.

Personal Information

Your Name

Assets

Name

Value ($)

Type/Category

Name

Value ($)

Type/Category

Name

Value ($)

Type/Category

Name

Value ($)

Type/Category

Liabilities

Name

Value ($)

Type/Category

Name

Value ($)

Type/Category

Income Sources (Monthly)

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Expenses (Monthly)

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

Name

Monthly Amount ($)

Type/Category

General Settings

Target Savings Rate (%)

Your ideal percentage of income to save.

Risk Tolerance (1-10)

1 (Low Risk) to 10 (High Risk).

Wealth Compass