Organise and Understand Your Finances Better
MyFinances is an integrated financial organiser that brings financial accounts, investments, and other assets together in one place – providing a complete view and clearer understanding of overall net worth.
No credit card required.
A Finance Management Dashboard Designed For Everyone
Introducing the MyFinances dashboard – a sophisticated space with intuitive tools for every aspect of financial management. Manage personal or professional finances with more clarity, efficiency, and intention.
What You Can Track and Organise with MyFinances
Cash & Banking
Create a comprehensive, digitised record of cash and banking information with the Cash & Banking Dashboard. As a MyFinances sub-category, this dashboard enables users to connect with global financial institutions, track balances, and gain insights through intuitive graphs – all secured by Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.
Traditional Investments
Beyond cash flow, MyFinances also helps manage conventional investments such as public shares, private shares, and cash securities. From stocks and bonds to cryptocurrency and more, you can keep a complete, easily accessible digital record of your investments here. Keep track of key details such as the purchase/acquisition date, purchase price, market price, valuation history, and more.
Other Investments
Upload and manage more investment information on MyFinances through the Other Investment Dashboard. Covering investments on warrants, shares, percentage of companies, and more — this section offers a clear, organised view of more diverse investments, helping track their performance and value with ease.
Our Trusted Partners
Our platform integrates with top brands for seamless asset management.
Security You Can Trust
At MyAssets, we protect user data every step of the way – from secure uploads to encrypted storage – using industry-leading security protocols.
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Everything You Need for Asset Management
Discover how MyAssets simplifies asset management, offering seamless integrations, robust security, and powerful features to optimise all kinds of workflows.
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Introducing Smart Asset Linking: Link Assets with Ease
Beyond finances, MyAssets is a multi-asset wealth management system designed to house assets of every kind. From finances to real estate, collectables, and other personal holdings – our platform provides a better understanding of how assets relate, interact, and contribute to the broader financial picture.
Link, sync, and optimise your assets so that they work together.
Read MoreLink, sync, and optimise your assets so that they work together.
Frequently Asked Questions
Find answers to common questions and get quick solutions.
Visit Knowledge BaseIf you cannot connect your bank automatically through Plaid, you can add your bank account manually.
Add your cash balance under MyFinances by selecting the black plus icon at the top right corner of your dashboard, select 'MyFinances' from the menu, and select 'Cash & Banking'. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Cash’ in the drop-down menu.
Add your cash balance under MyFinances by selecting the black plus icon at the top right corner of your dashboard, select MyFinances from the menu, and select Cash & Banking. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Savings Account’ in the drop-down menu.
Add your cash balance under MyFinances by selecting the red plus icon at the top right corner of your dashboard, select MyFinances from the menu, and select Cash & Banking. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Credit Card Account’ in the drop-down menu.
