Every day10 seconds
Add it as you go
Say or type each spend when it happens. It is the one habit that keeps everything else accurate.
Chapter 1
Set up in two minutes
Sign in with Google and answer a few quick questions, like who is in your household and what you are working toward first. That is all it takes to open your dashboard.
Sample data
Continue with Google
Who is in your household?
Just me2 adultsFamily with kids
What are you working toward first?
Emergency fundHomePay off debtRetirement
Your dashboard is ready
- 1Tap “Continue with Google”No new password to remember. We never ask for your banking details.
- 2Answer a few questionsYour household and your first goal help shape your dashboard.
- 3Land on your dashboardIt starts empty. Chapter 2 fills it up.
Good to know
- Pick one goal to start. You can add more any time.
- Your 7-day trial of every feature starts when you sign up.
Chapter 2
Add entries three ways
There are three ways to get your numbers in. Most people import once, then speak or type from there on.
Tap the microphone and say it the way you would to a friend. Try building a phrase below and watch how it gets filed.
What was it?
How much?
When?
“Groceries 84 today”
Groceries−$84.00Today
Good to know
- Say the amount and what it was for. The shop name is a bonus.
- No need to say “dollars” or add a $ sign.
- Add it at the till or as you leave. Ten seconds now saves guessing later.
- Speak in English, French, Spanish, Hindi or the language that comes naturally. Your entry is written up in the language you chose in Settings.
Chapter 3
Find your way around
Your dashboard answers three questions at a glance: what am I worth, where is my money going, and am I on track. Tap any area to learn what it tells you.
DashboardSample dataNet worth
Everything you own minus everything you owe. It updates every time you add or change something.
The menu, at a glance
Chapter 4
Set goals that move
A goal with a number and a date is far easier to stick to. Play with the planner to see how a small monthly amount changes the finish line.
20 months
Around June 2028
US$8,000 to go. In Wealth Passport, this updates by itself every time you add savings.
Try it: sample calculatorGood to know
- Make it specific: “$10,000 emergency fund”, not “save more”.
- Set the monthly amount to something you can keep up on a tight month.
- Move money to savings on payday, before it has a chance to be spent.
Chapter 5
Build the habit
Wealth Passport is only as good as what goes in. These six habits keep it accurate with very little effort.
MTWTFSS
A full week of entries. After the first week, most of your regular spending is already in, and adding new entries takes seconds.
Every week5 minutes
Sunday check-in
Look at cash flow and recent entries. Fix anything filed in the wrong place.
Every month10 minutes
Update your balances
Wealth Passport never connects to your bank, so refresh account, investment and loan balances once a month.
Every month2 minutes
Read your health check
Pick one note to act on. One small change a month adds up.
Every few months5 minutes
Revisit your goals
Life changes. Adjust targets and monthly amounts so the dates stay realistic.
Every year15 minutes
Look back on your year
Compare your net worth with a year ago, notice what changed, and set next year's goals.
Chapter 6
Stay private
Your finances are personal, so Wealth Passport is built to know only what you choose to tell it.
We never ask for
Your online banking username or password
A connection to your bank account
Your account only
You sign in with your own Google account. Your entries are private to you.
You stay in control
Every number comes from something you chose to add, and you can edit or remove it.
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