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

Investments & assets

Value tracked by periodic snapshots — no price feed to break

3 investment accounts

Portfolio value

R 1 282 113

Total paid in

R 1 263 200

your own contributions

Growth

+R 18 913

value minus contributions

Return

+1.5%

since you started tracking

Value over time

Solid line is what it is worth; dashed line is what you put in

Sanlam Retirement Annuity

as at 31 Jul 2026

+4.5%

R 68 945,06

Paid in: R 66 000,00
Growth: +R 2 945,06
Since last snapshot: +R 3 648,33

Easy Equities TFSA

as at 31 Jul 2026

+5.6%

R 12 885,63

Paid in: R 12 200,00
Growth: +R 685,63
Since last snapshot: +R 949,56

Rental flat (Weltevreden Park)

as at 31 Jul 2026

+1.3%

R 1 200 282,25

Paid in: R 1 185 000,00
Growth: +R 15 282,25
Since last snapshot: +R 5 315,56

Snapshot history

Most recent first

Sanlam Retirement Annuity

31 Jul 2026

+R 3 500,00 inR 68 945,06

Rental flat (Weltevreden Park)

31 Jul 2026

R 1 200 282,25

Easy Equities TFSA

31 Jul 2026

+R 1 000,00 inR 12 885,63

Easy Equities TFSA

30 Jun 2026

+R 1 000,00 inR 11 936,07

Sanlam Retirement Annuity

30 Jun 2026

+R 3 500,00 inR 65 296,73

Rental flat (Weltevreden Park)

30 Jun 2026

R 1 194 966,69

Easy Equities TFSA

31 May 2026

+R 1 000,00 inR 10 809,52

Sanlam Retirement Annuity

31 May 2026

+R 3 500,00 inR 60 865,86

Rental flat (Weltevreden Park)

31 May 2026

R 1 194 736,77

Sanlam Retirement Annuity

30 Apr 2026

+R 3 500,00 inR 56 295,56

Rental flat (Weltevreden Park)

30 Apr 2026

R 1 192 137,33

Easy Equities TFSA

30 Apr 2026

+R 1 000,00 inR 9 607,32

Easy Equities TFSA

31 Mar 2026

+R 1 000,00 inR 8 398,51

Sanlam Retirement Annuity

31 Mar 2026

+R 3 500,00 inR 52 652,92

Rental flat (Weltevreden Park)

31 Mar 2026

R 1 189 003,10

Savings goals & pockets

Earmark slices of a savings account, or track a figure by hand

Emergency fundR 10 000 / R 10 000

100% · pocket in FNB Savings Pocket · reached 🎉 · covers ~5 days of typical spending

Car tyresby 30 AprR 2 600 / R 4 800

54% · pocket in FNB Savings Pocket · R 250/m to make the date

Roof serviceR 1 500 / R 6 000

25% · pocket in FNB Savings Pocket · R 400/m fills it in a year

December holidayby 15 DecR 8 500 / R 25 000

34% · manual · R 4 150/m to make the date

FNB Savings PocketR 70 262 held · R 14 100 earmarked · R 56 162 free

Pocket ideas from your spending

Sportsmans Warehouse Cricket Kit — R 2 899 in 08 May; R 250/m would absorb the next one

Builders Warehouse — R 2 426 in 01 May; R 250/m would absorb the next one

City Of JHB Vehicle Licence Renewal — R 1 680 in 12 Apr; R 150/m would absorb the next one