Personal CFO dashboard
See net worth, liquidity, runway, income, expenses, debt, and exceptions in one place instead of hopping between accounts and spreadsheets.
Use cases
What people use YouInc for
These are product use cases, not customer claims. Replace them with approved customer stories only when real users consent.
Manual asset tracking
Track assets and liabilities that bank feeds cannot see, such as property, KiwiSaver, vehicles, private investments, or loans, then bring them into the same dashboard.
Custom decision views
Concierge work can create a view around a specific decision, such as taking time off, paying down debt, tracking a savings target, or understanding project-level income.
Ledger export and review
Export the underlying journal so you can inspect, archive, or process your financial history outside YouInc.