Family wealth management
Your family's complete financial picture, in one place
Track accounts, transactions, budgets, goals, and investments across every family member. Built for Indian households —including ITR document collection with your CA.
Core features
Everything your family's finances need
From daily expense tracking to long-term wealth planning —one app that grows with your family.
Family Dashboard
Net worth tracking with sparklines, cash flow charts, and an at-a-glance summary. See every account, every member, every rupee —updated live as transactions land.
Multi-Account Tracking
Savings, checking, credit cards, loans, investments, retirement, real estate —all account types in one view, per member.
Transaction Management
Record, categorise, split, and search. Auto-categorisation rules learn your patterns. Import bank CSVs with one click.
Budget Planner
Set monthly category budgets and track actual spend computed live from your transactions. No manual entry —it just works.
Bill Tracking
Never miss a due date. Track recurring bills, payment schedules, and upcoming obligations across all your accounts.
Financial Goals
Save toward a house, pay down a loan, build an emergency fund. Allocate real accounts to goals and watch progress computed from live balances —not manually entered numbers. Projected status tells you if you're on track to hit your target date.
Investment Holdings
Track mutual funds, stocks, and more. Import CAS statements, refresh live prices, analyse portfolio allocation, and detect fund overlap.
Document Vault
Securely store financial documents —insurance policies, property papers, tax returns —with metadata and family-wide access.
Smart Notifications
Large transaction alerts, overdue goal warnings, and bill reminders. In-app and push —with family-wide preference controls.
India-specific
ITR filing, without the chaos
Collecting documents for your CA shouldn't take weeks of WhatsApp messages. Wealth Planr auto-derives every required document from your accounts and tracks what's uploaded, what's pending, and what your CA still needs.
Add your accounts
Savings, credit cards, demat, salary —the app knows which documents each account type requires for ITR.
Documents auto-derive
Monthly bank statements, Form 16, Demat P&L, interest certificates —computed from your account types and date ranges. No manual list.
Upload and track
Upload each document as it arrives. See instantly what's done and what's still pending for the financial year.
Share with your CA
Generate a password-protected link. Your CA downloads what they need —no family login required, no WhatsApp forwards.
Privacy & security
Your data stays yours
Family financial data is sensitive. Every query is tenant-isolated, every input validated, every session secured.
Tenant Isolation
Every database query filters by family. No family can see another's data —enforced at the database level, not just the API.
Google OAuth + MFA
Sign in with Google, then add multi-factor authentication or a PIN. Session tokens, Zod-validated inputs at every boundary.
Separate CA Portal
Your chartered accountant gets a password-protected share link —a completely separate trust boundary that never touches your family's JWT.
Ready to see your family's full picture?
Free to use. No credit card. Start tracking in under a minute.
Open Wealth Planr