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
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
/101
Main accountCash · EUR
€62,40002
BrokerageInvestments · EUR
€54,12003
Apartment equityProperty · EUR
€31,80004
Monthly totalComputed from snapshot
€148,320Owner'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.