True Multi-Currency.
Don't Compromise.
One place for every account, every currency, every asset — reported like a private bank, priced like an app.
Selected beta testers get 1 year free + 50% off years 2 and 3.
Not a paying product yet. No credit card required to apply.
The reporting tools you've been handed weren't built for a life that crosses borders.
Your bank hides FX reality
Statements show one currency, one country. The 12% you lost to a weakening dollar? Nowhere on the page.
Spreadsheets break at scale
Two brokers, a pension, real estate, private equity — and suddenly your Excel is a museum of stale prices and broken formulas.
Wealth platforms cost more than they save
$50/month for a dashboard that still can't handle your Swiss pension, French PEA, or Singapore CDP. It shouldn't be this hard.
Bank feeds break — and lie
Automatic banking connections drop, mis-classify, and duplicate transactions constantly. Worse, most of them silently strip the original currency, making honest multi-currency reporting impossible.
Your data shouldn't be the product
We deliberately don't connect to your bank. Nothing is scraped, nothing is shared with data aggregators, and no third party sees your balances. Your credentials never leave your bank.
Manual entry — mitigated, on purpose
Yes, you enter transactions yourself. That's the price of privacy and reliability. Our iOS and Android apps make it a 5-second job on the go — no laptop, no bank feed, no surprise.
Five screens. Every question a global investor actually asks.
Your whole financial life on one screen.
Left-panel account tree, consolidated net worth, 12-month trend — all in your reporting currency, with historical FX applied.
One app. Everything a global investor actually needs.
Hover any feature for the detail.
Net worth in every currency, the impact of FX fluctuations on performance and wealth.
Historical FX built in, ten reporting currencies. See exactly how much of your gain was real — and how much was just caused by currencies fluctuating.
The numbers your broker gives you — for your whole life.
Time-weighted returns, benchmark comparison, drill-downs by class, currency, account, region and sector. Tax lots done right (FIFO or LIFO).
Cash, banking, cards, loans and real assets — one ledger.
Everyday accounts: cash, checking, savings, credit cards, mortgages, personal loans, and hard assets like real estate or vehicles.
Brokerage, custody and pension — with real security tracking.
Brokerage, custody and pension accounts that hold securities. Buy/sell/dividend/split transactions, per-lot cost basis, end-of-day prices.
Ask your portfolio anything.
"What was my FX drag last quarter?" "How concentrated am I in tech?" "Should I rebalance my USD sleeve?" GB AI knows your data and speaks plain English.
Your data leaves with you. Always.
One-click CSV export of transactions, budgets, holdings, prices and FX. Nothing is locked in.
Bring years of history in — from Quicken, spreadsheets, anywhere.
Import transactions and budgets from CSV, or migrate a full Quicken file via QIF. Column mapping, currency detection, duplicate protection.
Your data, encrypted, isolated, exportable.
No advertising, no data-broker deals, no bank integrations that share your history. Export or delete everything, on your terms.
People whose finances don't fit inside a single border.
Salary in one currency, mortgage in another, pension in a third. Finally one place where the total makes sense.
Two working parents, three countries, four brokers, one net worth number that adds up correctly.
You've outgrown spreadsheets. You don't want a robo. You want your data, done right.
Quarterly PDFs weren't reporting. This is.
Built by a Swiss-based wealth manager with 30+ years reporting multi-currency portfolios for ultra-wealthy clients — and 30 years of personal frustration with US-centric tools. Global Budget is the app I always wanted, for people whose money doesn't fit inside one border.
Private-bank reporting, at app pricing.
Yearly billing shown. All plans include a 90-day free trial, no card required.
Custom plans for teams, families and advisors.
Available in 7 languages, for small firms, family offices and cross-border advisors who want the same reporting for multiple clients or households. Pricing to be discussed — we tailor to your seat count and support needs.
Everything a serious investor asks first.
Is my financial data safe?+
Yes. Data is encrypted at rest and in transit, isolated per user with row-level security, and never shared, sold, or analyzed for advertising. You can export or delete everything, any time.
Do you connect to my bank?+
No — and that's deliberate. Automatic bank feeds break, mis-classify, duplicate, and often strip the original currency, which makes honest multi-currency reporting impossible. You enter or import transactions yourself, so nothing about your data depends on a fragile third-party pipe.
Which currencies do you support?+
USD, EUR, GBP, CHF, CAD, AUD, SGD, HKD, INR and JPY as reporting currencies. Accounts, transactions and holdings can be held in any traded currency (150+), with historical FX included. If a currency you need is missing, send us a request — we'll do our best to add it quickly.
Can I migrate from my current software?+
Yes. We provide CSV templates for accounts, transactions and budgets, and native Quicken QIF import for transactions and budgets. If you'd like help migrating from another system, send us a message and we'll analyse the best route for your data.
Does it replace my broker?+
No. It replaces the mess of stitching six brokers, two pensions, three currencies and a spreadsheet into one honest number.
Is there an iOS app?+
Yes. The full account, budget and portfolio views are available on iOS, with Face ID / Touch ID app-lock.
Is there an Android app?+
Yes. Same feature set as the iOS app, with the same biometric app-lock, so you can update transactions on the go without a laptop.
How does the free trial work?+
90 days, full access to Platinum. No credit card required. You keep the Free plan forever if you don't upgrade — no data lost.
Can I cancel or downgrade anytime?+
Yes. Cancellations take effect at the end of the current billing period; you keep full access until then.