Manage and Understand Your Finances Better
MyFinances is an integrated finance organiser that helps you monitor all of your financial accounts while connecting them to your other assets — for a clear, complete view of your net worth.
No credit card required.
A Finance Management Dashboard Designed For Everyone
Introducing the MyFinances dashboard, where you can access powerful and user-friendly features that allow you to handle your financial situation with care, efficiency, and intention.
What You Can Track and Organise with MyFinances
Cash & Banking
Create a comprehensive, digitised record of your cash and banking information with the Cash & Banking Dashboard. Under this MyFinances sub-category, you can easily connect to global financial institutions, track balances, view insights through intuitive graphs — all with the reassurance that your information is secured by Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.
Other Investments
Upload and manage your investment information on MyFinances through the Other Investment Dashboard. From investment warrants, investment shares, investment percentage of company, and more — this section offers a clear, organised view of your investment portfolio, helping you track their performance and value with ease.
Insurances
Beyond cash flow, MyFinances also helps you stay on top of your insurance coverage through the Insurances Dashboard. From life to general (non-life) insurance, you can keep a complete, easily accessible digital record of your insurance policies here. Keep track of key details such as the start and expiry date of your policy, its coverage amount, frequency of payment, premium, person insured, beneficiary, and more.
Trusted by Industry Leaders
Our platform integrates with top brands for seamless asset management.
Security You Can Trust
At MyAssets, we protect your data every step of the way—from secure uploads to encrypted storage—using industry-leading security protocols
Learn More
Everything You Need for Asset Management
Discover how MyAssets simplifies asset management, offering seamless integrations, robust security, and powerful features to optimize your workflows.
Learn More
Introducing Smart Asset Linking: Link Assets with Ease
Beyond finances, MyAssets is a multi-asset wealth management system designed to house assets of every kind. From finances to real estate, collectables, and other personal holdings — our platform helps you understand how your assets relate, interact, and contribute to your broader financial picture.
Link, sync, and optimise your assets so that they work together.
Read MoreLink, sync, and optimise your assets so that they work together.
Frequently Asked Questions
Find answers to common questions and get quick solutions.
Visit Knowledge BaseIf you cannot connect your bank automatically through Plaid, you can add your bank account manually.
Add your cash balance under MyFinances by selecting the black plus icon at the top right corner of your dashboard, select 'MyFinances' from the menu, and select 'Cash & Banking'. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Cash’ in the drop-down menu.
Add your cash balance under MyFinances by selecting the black plus icon at the top right corner of your dashboard, select MyFinances from the menu, and select Cash & Banking. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Savings Account’ in the drop-down menu.
Add your cash balance under MyFinances by selecting the red plus icon at the top right corner of your dashboard, select MyFinances from the menu, and select Cash & Banking. Under ‘Select the approach of account creation’, select ‘Add account manually’. Under ‘Select the type of financial account’, select ‘Credit Card Account’ in the drop-down menu.
