Personal

PreviewLocal-first

Personal Finance

Net worth you can rewind — every balance it ever passed through.

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Money dashboard — net worth, spend and income this period, cash flow

Your money at a glance — net worth, cash flow, spend by category.

Who it’s for

Anyone who wants their whole financial picture in one place without handing it to a budgeting startup. Especially good if you want the data local and the math live — and if you’ve ever wished you could see what your net worth actually was last March, not just guess.

What you say, what Quiver does

Categorize my Whole Foods charge as groceries and show me this month’s spend.
Updated the transaction and read your Food & Drink total.
  • Category set to Food & Drink
  • Spend by category for this month, broken out
  • Net worth over time, reconstructed from balance history

What it tracks

The shape, out of the box.

  • Accounts and transactions synced via Plaid (sandbox today)
  • Net worth as an as-of-date snapshot, rebuilt month-by-month from balance history
  • Monthly and quarterly budgets with a live limit-minus-spent receipt
  • Spend by category and cash flow (income vs. spend) over any period
  • Assets and liabilities — house, car, mortgage, loans — folded into net worth
  • Cloud or local: financial data computed on your own instance

A look around

Inside the dashboard.

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Net worth over time line chart rebuilt month-by-month from balance history
Net worth over time, reconstructed from balance history.
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Budget file with the Budget vs. actual receipt — limit minus spent, live
Budget vs. actual: limit minus spent, computed live so it can’t drift.

Try the Personal Finance template.

Free during beta. Set up a dashboard in under a minute.