Connect your private database

This version needs a Supabase project and config.js before it can sign you in. No financial data is bundled in this website.

Follow README-FIRST.txt in your downloaded package.

Welcome back

EmailPassword

Create your user in Supabase → Authentication → Users. Disable public sign-ups before deploying.

Your family office

Reported GBP bank balances—Historical snapshots, not live

Tracked investment values—Only values you enter

Assets recorded0Property, investments and other

Upcoming renewals (60 days)0Review in Renewals

What is connected?

This app: secure sign-in and private financial records after setup

Google Drive collector: separate running automation, not connected to this app yet

Trading 212: API tested separately; live holdings import not connected yet

No live net-worth calculation is shown until ownership, current valuations and liabilities are confirmed.

First-time setup

Uses the historical balances provided for September 2026. Confirm account mapping before treating balances as authoritative.

Accounts

As-of date

Import bank transactions

Choose the bank account first. Santander supports semicolon-delimited CSV exports with Date, Type, Merchant/Description, Debit/Credit, Balance. Duplicate rows in repeated imports are skipped.

Destination accountCSV file

Original CSVs give better merchant categorisation than redacted copies. Data is sent only to your authenticated Supabase database.

Recent transactions

Property and asset register

Insurance, compliance and renewals

Renewal date

This version shows upcoming renewals in the app; it does not yet send push reminders.