Personal
PreviewLocal-firstPersonal Finance
Net worth you can rewind — every balance it ever passed through.
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
- 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.
Try the Personal Finance template.
Free during beta. Set up a dashboard in under a minute.
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