Your household, run like a business
Bring in every transaction and HomeCFO turns it into a CFO's toolkit: net worth, real spending, insights, loan and mortgage simulation. The more complete your data, the sharper the answers.
See the system work
Short, narrated walkthroughs show how the same household records answer a daily, tax, or long-term planning question. The screens are the product, driven by synthetic demo data.
Move from the household balance sheet to monthly cash flow and category-level change without reconciling separate spreadsheets.
What it is
01 · Visibility
Import bank statements, broker reports, receipts, and payslips. HomeCFO reconciles them into one auditable ledger with grouped balances and full search.
02 · Discipline
Set monthly envelopes per category. HomeCFO learns from your corrections and classifies the rest for you.
03 · Foresight
Combine actuals, recurring income, loan schedules, and one-off events to see where your household balance is heading.
Deep dive · Balances
Split rent, groceries, or a holiday with your partner or anyone else. HomeCFO tracks what is owed in both directions and records the settlement when money moves. The other person does not need an account.
Deep dive · Tax
Track realised gains, losses, and loss carry-forward across your accounts. HomeCFO estimates your year-end tax as the year progresses and points out loss-harvesting opportunities before December 31.
HomeCFO is in early access. Sign in with your Google account and an administrator can grant your household access.