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.
- We never sell your data
- Private beta underway
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.
Three dozen kinds of money coming in, each taxed the way it really is.
Most apps have one bucket called income. A paycheck, a Roth distribution, a K-1 and a card reward are different events. Treat them alike and a year-end tax estimate can be off by thousands.
- One definition of income, everywhere. Every kind carries its own tax treatment, so the estimate can't quietly skip one.
- Transfers don't count as income. Moving money between your own accounts isn't a raise.
- Plain notes where the rule is subtle. An inheritance isn't income. What it earns for you later is.
Built to reconcile, down to the last transaction.
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 you can check
Month, quarter and year views with comparisons built in. Spending without a category is disclosed, not dropped from the total.
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.
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.
