VisiMoney
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Coming soon · Now in private beta

Everything you own, in one honest number.

Checking, savings, the brokerage account and the house. Then the private fund, the stake in the family business and the pre-IPO shares that other apps leave out. VisiMoney puts all of it on one page and shows its work.

Get in touch What we're building
Overview — Net worthPreview
Total net worth$1,300,500
Since January+$64,380
Cash & savings3 accounts
$38,420
Public markets & retirement401(k), Roth IRA, brokerage
$412,650
Private funds & direct deals4 positions, marked by hand
Illiquid$486,300
PropertyHome and car
Illiquid$905,000
What you oweMortgage and one card
−$541,870
Reconciled through Sep 22 8 accounts synced 6 added by hand
Alternative & illiquid assets

The part of your net worth other apps can't see.

Private funds, direct deals, a share of the family business, pre-IPO stock. Bank feeds don't carry them, so most apps leave them out or ask you to type a number into a note. VisiMoney tracks each one as a real position with its own history.

  • Commitments and capital calls, tracked against what you still owe each fund.
  • A valuation history for every position. Each mark carries its date, so you know how current it is.
  • Stale marks get flagged. A value you haven't touched in months is labeled as old instead of passing for today's.
AlternativesPreview
Harborlight Growth Fund IVCommitted $250,000 · 68% called
Q2 NAV$214,600
Seawall Hardware LLC12% member interest
Stale 214d$148,000
Lanternfish Bio, Series B40,000 shares · 409A Jan 2026
Illiquid$91,200
Channel Marker Credit IICommitted $50,000 · fully called
Q2 NAV$32,500
Unfunded commitments$80,000
Total, 4 positions$486,300
Income & budgeting

Know what's coming in, and plan where it goes.

A paycheck, a bonus, a fund distribution and a dividend are different kinds of money. VisiMoney sorts dozens of kinds of income, sets them beside what you spend, and lets you budget months ahead instead of only looking back.

  • Transfers don't count as income. Moving money between your own accounts isn't a raise.
  • Budgets that look ahead. Plan income and spending up to two years out, by month, quarter or year.
  • A monthly statement you can check. What came in, what went out and what's left, with a download to Excel.
Budget — September 2026Preview
Income this month$15,240
Left after spending+$6,280
Housing$4,200 budgeted
On track$4,120
Groceries$1,200 budgeted
On track$1,060
Dining out$650 budgeted
Near limit$610
Travel$1,000 budgeted
Over by $180$1,180
Transfer to savingsYour own money, moving
Not income$2,000
3 of 4 on track Planned through Dec 2027
The everyday basics

Built to reconcile, down to the last transaction.

Accounts

Every account in one place

Banks, cards, brokerages and loans connect through Plaid. Balances reconcile, and a stale balance is flagged instead of shown as current.

Spending & budgets

Spending you can check

Month, quarter and year views with comparisons built in. Spending without a category is disclosed, not dropped from the total.

Property

Your home and valuables count

Real estate, vehicles and valuables sit in net worth next to everything else, each value dated so you can see how fresh it is.

Our promise

We never sell your data.

Not to advertisers, not to data brokers, not to anyone. You're trusting us with the most private numbers you have, and selling them is off the table.

We'll put this in writing in our privacy policy before VisiMoney opens to the public.

Your data
Sold to advertisers
Never
Sold to data brokers or anyone else
Never
Your bank passwordYou sign in to your bank through Plaid. We never see it.
Never seen
Cookies or ad trackers on this site
None

Want to know more?

Write to us if you would like to learn more.

support@visimoney.com