Terms & calculation limits

This preview is a manual financial tracking tool. It does not trade, hold customer money, connect banks or provide personalised financial, legal or tax advice.

Calculation limits

Investment profit is based on tracked investment balance changes, adjusted for net deposits and withdrawals and any explicitly entered outside-balance P/L. Notional exposure is not money owned or investment profit. Avoid counting the same account or gain twice.

Interest is estimated using current Bill/Debt balance × APR ÷ 365 and the days between snapshots. It does not reproduce lenders' compounding, fee or payment schedules. Changes across January 1 are assigned to the ending snapshot year when intermediate balances are unknown. Log near year-end for more precise reporting.

Percentages are simple profit divided by the available year starting investment balance, not time-weighted or money-weighted returns. Projections apply assumptions to market exposure, including leverage; they are not guaranteed asset or retirement forecasts.

Your records

Verify entries and keep backups. Restoring a backup replaces current saved data. Correcting a recorded result adjusts cumulative performance but does not invent missing historical balances.

Subscriptions and payments

The hosted customer dashboard offers a $9.99 CAD monthly subscription or a $59.94 CAD yearly subscription. Paying yearly saves 50% compared with twelve monthly payments totalling $119.88 CAD. Both signup plans include a 7-day free trial. Cancel before the trial ends to avoid the first charge. The annual price is charged upfront after the trial for a full year; it is not a monthly payment plan.

Subscriptions renew monthly or yearly at the selected price until cancelled. Manage cancellation of future renewals on the subscription cancellation page after signing in to the Wix account used to purchase. Cancellation stops the next renewal while the current paid period or trial continues to its scheduled end. It does not delete dashboard records or automatically refund earlier payments. Wix handles checkout, receipts and billing details. Applicable taxes and the final charge are shown at checkout. This dashboard does not collect or store your card details. Use the same email for your dashboard and billing account, and check your existing subscription before purchasing another plan. Creating an account alone does not start a trial or grant dashboard access. Access requires a trial or paid subscription verified with Wix. When access ends, your saved records remain available for export or deletion. Support and cancellation remain available.

30% replacement offer

Eligible returning customers can reserve a replacement subscription with the same billing frequency at $6.99 CAD monthly or $41.96 CAD yearly: 30% off the standard $9.99 or $59.94 price, rounded to the nearest cent. Accepting cancels the existing renewal. The customer must return after the existing subscription ends and confirm a new Wix checkout. This offer does not adjust earlier charges or start a replacement automatically. Replacement plans have no new free trial and renew at the discounted rate until cancelled. Customers already on a discounted replacement do not receive a further 30% reduction.

Display conversion

Currency summaries use the latest available daily ECB reference rates via Frankfurter. They are estimates, not live trading quotes or your bank’s conversion prices. No balances or identity are sent to the exchange-rate provider. Saved amounts, editable fields and CSV exports stay in the record currency. Charts convert saved results at the current reference rate; they are not historical foreign-currency returns.