Demo — running on the test server (cityserver). Everything here is sample data.

Accounts

Everything that holds or owes money

Net worth

R 1 368 113

assets minus what you owe

Cash available

R 95 659

cheque, savings and cash

Owed

R 9 659

credit cards and loans

6 active accounts

FNB Cheque

FNB ····3456

Cheque

R 25 397,06

218 transactions · last 21 Aug

Woolworths Credit Card

Woolworths Financial Services ····3016

Credit card

-R 9 659,00

R 30 341,00 available of R 40 000,00

65 transactions · last 21 Aug

FNB Savings Pocket

FNB ····7781

Savings

R 70 262,12

6 transactions · last 01 Aug

Sanlam Retirement Annuity

Sanlam

Investment

R 68 945,06

No transactions yet

Easy Equities TFSA

Easy Equities

Investment

R 12 885,63

No transactions yet

Rental flat (Weltevreden Park)

Property

Asset (property, vehicle, art…)

R 1 200 282,25

No transactions yet