01The personal balance sheet

Know what changed.Remember why.

Vaulta turns monthly snapshots into a lasting record of your financial life — accounts, property, investments, and the decisions between them.

01
One considered update each month
02
No bank connection required
03
Organized on your terms
Statement of position

June 2026 · EUR

Recorded net worth€148,320

+€16,420since January

Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Asset classShareRecorded value
01Cash & equivalents52.7%€78,200
02Market investments32.8%€48,690
03Property equity14.5%€21,430
Total position100.0%€148,320
Closed 30 Jun 2026Values recorded by account owner
02Monthly workflow

Three decisions. Once a month.

Record the current position, review what moved, and compare where your wealth sits. Then close the month and get on with your life.

Snapshot entryDec 2026
/1
01
Main accountCash · EUR
€62,400
02
BrokerageInvestments · EUR
€54,120
03
Apartment equityProperty · EUR
€31,800
04
Monthly totalComputed from snapshot
€148,320
Owner's note

The number is the record. The note preserves the decision behind it.

Ready when you are

Your next entry starts here.

Add what you own, close this month's snapshot, and begin a financial record that becomes more valuable with time. Free forever. No credit card.