Personal Financial Dashboard
Bring your cash flow, net worth and asset income into one view.
A consolidated view of monthly cash flow, assets, debts and recurring asset-income coverage. Enter hypothetical or personal values, and choose whether to save them on this device. Nothing is uploaded by this tool.
Monthly cash flow
Balance sheet and independence
Your financial snapshot
Monthly surplus:
Net worth:
Asset income coverage of monthly outgoing cash:
How the maths works
Monthly surplus = employment and other net income − living expenses − debt payments. Net worth = asset values − debt balances. Asset-income coverage = net recurring asset income ÷ (living expenses + debt payments) × 100. Repayments reducing principal affect both cash flow and liabilities; this static snapshot does not automatically roll debts forward.
Saving uses browser localStorage. Export downloads a JSON file locally; it is not a backup managed by Working Wealth. Remove saved data on shared computers.
Wealth Foundations toolkit → · Understanding your money →
For general educational information only, not financial or taxation advice.