Talk or type, it files itself
Say it the way you would to a friend. It lands in the right category.
“”
Groceries−$84.00Filed automatically
Speak it, type it, or import it
Know exactly where your money stands.
Wealth Passport brings everything you own, owe and earn into one private dashboard. Say or type what you spent, and your net worth, cash flow and goals update on their own.
- 7-day free trial of every feature
- No bank logins required
- Set up in about two minutes
Good evening, Maya
Sample data
M
Net worth
$0
+$18,400 this month
Spent this month
$3,112
Groceries budget
62% used
Added to Groceries−$84.00, dashboard updated
Tap to add an entry
Spreadsheet imported12 months of history
Renovation goal$18,600 of $30,000
Health checkSavings rate on track
Your money lives in five places. Your picture of it should live in one.
A chequing account, a credit card, savings, a mortgage, maybe a spreadsheet you stopped updating in March. Each app shows you a piece. None of them tells you whether you are actually getting ahead.
Wealth Passport pulls the pieces together, so the questions that matter have an answer in seconds: what am I worth today, where did last month go, and how close am I to the thing I am saving for.
Everything you need to stay on top of it
Six things Wealth Passport does for you, shown working with sample data.
Your real net worth
What you own minus what you owe, always current.
$0
Own$799,918
Owe$313,718
Bring your spreadsheet
Import your Excel history instead of starting from zero.
0 rows imported
Where the money goes
Money in and out, month by month.
Money inMoney out
Goals you can see move
Every entry moves the needle.
Emergency fund$7,200 of $10,000
Trip to Portugal$2,250 of $5,000
Down payment$16,800 of $60,000
A health check in plain words
A simple read on how you are doing, and what would help most next.
- Your savings rate is 18% this month, above your 15% target.
- Dining out is up $140 on last month.
- Your emergency fund now covers 3.4 months of expenses.
All figures shown are sample data.
Track everything, from your first paycheque to your pension
You can track rent, groceries, TFSA, RRSP, FHSA, loans, side income, pensions, mortgages, credit cards, savings goals, subscriptions and more.
New
Your money, in your language.
Use Wealth Passport in English, Français, Español or हिन्दी. Write your notes in whichever language comes naturally, and every entry is filed and described in the language you chose.
Change it any time in Settings.
Sample entries
You wrote, in हिन्दी
“आज किराने पर 840 खर्च किए”
Wealth Passport shows
Groceries−₹840.00
From sign-in to a clear picture in four steps
Tap any step to see it, or let it play.
Sample data
Tell us a little about you
Who is in your household?
Just me2 adultsFamily with kids
What are you working toward?
Home renovationRetirementPay off debt
Built for everyday finances, at every stage
Pick a stage to see what Wealth Passport looks like for someone like you.
Jordan23, Toronto
Sample scenarioFirst full-time job, a student loan, and a plan to build a $5,000 emergency fund before anything else.
What they keep an eye on
- Student loan balance
- Monthly surplus
- Emergency fund
Jordan's dashboardSample data
Net worth−$6,200up $1,100 this month
Left over each month+$640
Emergency fund38%
$1,900 of $5,000Private by design
Many finance apps ask for your online banking password so they can pull in transactions. Wealth Passport never does. You decide exactly what goes in, and your records stay private to your account — protected by strict access controls, never sold, and never shared for advertising.
- No bank logins, everWe never ask for, see or store your banking credentials.
- Your account onlyYou sign in with your own Google account. Your entries are private to you.
- You stay in controlEvery number on your dashboard comes from something you chose to add.
Try everything for 7 days. Then decide.
Free
US$0
Keep using it for as long as you like
- Net worth and cash flow dashboard
- Add entries manually
- One savings goal
Early access
Founding member
US$69 first year
Works out to US$5.75 a month, billed yearly after a 7-day free trial
- Everything in Free
- Add entries by speaking or typing naturally
- Import your Excel spreadsheet
- Unlimited goals and a financial health check
- Your founding rate stays locked while you remain subscribed
Prices exclude applicable taxes.
Questions
No. Wealth Passport never asks for your banking credentials. You add entries by typing, speaking or importing a spreadsheet, so you stay in control of what goes in.
Every new account gets full access to every feature for 7 days. At the end of the trial, you can become a founding member or continue on the Free plan.
Your dashboard with net worth and cash flow, using manual entry, for as long as you want to use it.
Early members pay US$69 for their first year, and that rate stays locked for as long as they remain subscribed, even when the standard price is introduced.
Yes. Founding members can upload an Excel sheet and bring their history across in one step.
Yes. Choose English, Français, Español or हिन्दी in Settings, and menus switch straight away. You can write notes in the language that comes naturally, and each entry is filed and described in the language you chose.
Your entries are locked to your account by database-level access rules, so other members can never see them. A small number of authorised SMGC staff and our hosting, payment and AI providers operate the systems that store and process them, under strict access controls. We never sell your data and never ask for bank passwords.
No. Wealth Passport is an informational tool that helps you see your finances clearly. For advice on your situation, speak to a qualified professional.
See your whole financial picture today.
Setup takes about two minutes, and every feature is yours to try for 7 days.