Where you stand. Where you're headed. What's next.
Everything you own, one dashboard — with the projections and what-ifs to plan ahead.
Bank-grade encryption · Read-only connections · We never sell your data
One place for all of it
Project, track, plan, and connect
Most tools tell you where your money went. This one also shows you where it's going — and lets you test what happens if you change course.
Project
Roll your finances forward month by month — income, expenses, debts, and withdrawals — so you can see your balance years ahead, not just today.
Track
Net worth over time, monthly closes, and time-weighted performance across every account and asset you hold.
Plan
Model what-if scenarios side by side, set goals, and approximate the tax drag on withdrawals before you commit.
Connect
Securely link banks, brokerages, and crypto exchanges — or add real estate, metals, and private holdings by hand.
See it in action
A quick look at the dashboard, the projection, and the what-ifs that make planning click.
Plan ahead
A cash-flow projection that looks years forward
Watch your balances roll forward month by month as income, expenses, debts, and withdrawals play out — so the future stops being a guess.
Stay grounded
Net worth and performance, all in one timeline
See your net worth over time and how each holding has actually performed — time-weighted, so contributions don't flatter the numbers.
Test the future
Side-by-side what-ifs before you commit
Retire at 62, 65, or 67? Sell the rental? Model scenarios against your real, connected data and compare them head to head.
Everything you own
Not just accounts — real estate, metals, crypto, and more
Connect banks, brokerages, and exchanges, then add the assets that aren't accounts. Your whole financial life in one number.
Forward, backward, and everything you own — in one view
Plenty of apps do one of these. Know Your Cashflow brings together a forward-looking cash-flow projection, backward-looking performance, and true multi-asset net worth — including the things that aren't "accounts."
Built to be trusted
Your data, protected and private
A finance tool only works if you trust it with the whole picture. Here's how we treat your information.
We're onboarding early members now
Know Your Cashflow is in an invite-only preview while we polish it with real users. Want in? Request an invite and we'll be in touch.