w.wealthassets
Open workspace
THE TOOLS

A few thoughtful
places to begin.

Each tool does one clear job. Use the parts that help you keep a more useful personal record.

01

The overview

Assets, liabilities and the difference between them.

Open tool
02

The asset ledger

A dated record, organised by category.

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03

The liability ledger

The outstanding amounts on the other side of the picture.

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04

The goal planner

A target, a current amount and a simple contribution calculation.

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05

Monthly cash flow

Recorded monthly income less recorded monthly expenses.

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06

Dated snapshots

Reference points that keep your manual totals in context.

Open tool