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.

Get started free See features
10+
Account Types
78
API Endpoints
CSV
Import & Export
MFA
Secured Access

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.

1

Add your accounts

Savings, credit cards, demat, salary — the app knows which documents each account type requires for ITR.

2

Documents auto-derive

Monthly bank statements, Form 16, Demat P&L, interest certificates — computed from your account types and date ranges. No manual list.

3

Upload and track

Upload each document as it arrives. See instantly what's done and what's still pending for the financial year.

4

Share with your CA

Generate a password-protected link. Your CA downloads what they need — no family login required, no WhatsApp forwards.

FY 2025–26 · Harshniket 8 of 12 done
HDFC Savings Statement Apr–Sep
HDFC Savings Statement Oct–Mar
Form 16 FY 25–26
ICICI Credit Card Statement Apr–Sep
ICICI Credit Card Statement Oct–Mar
Zerodha Demat P&L FY 25–26
SBI Home Loan Interest Cert FY 25–26

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.

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