Personal and business finance MVP

Net worth tracking that explains what changed

FinanceLife summarizes assets, debts, and cash reserves so monthly reviews can separate real progress from timing noise.

Planning software only. FinPilot AI does not provide investment, tax, legal, lending, insurance, or accounting advice.

PersonalBusinessCombined
Monthly slack$860Personal
Runway2.9 moBusiness
Draw room$4,000Combined
Guided setup

Choose a user type, save the matching workspace, and keep facts, assumptions, and decisions visible.

Net worth

What this feature covers

Asset and debt snapshot

Group liquid cash, investments, property, business assets, cards, loans, and other liabilities.

Change notes

Explain whether net worth moved because of savings, debt payoff, market movement, or business cash timing.

Planning context

Connect net worth to runway, emergency fund coverage, and owner draw decisions.

Related calculators

Use the feature in a planning workflow