NestFund

Features

Every tool you need to grow your wealth

NestFund combines net worth tracking, expense management, goal planning, and smart analytics into one cohesive, beautiful dashboard.

Try all features free
Net Worth

See your complete wealth picture in one place

Track every asset and liability — bank accounts, investments, property, crypto, pensions. NestFund calculates your true net worth in real time and shows you how it has evolved over months and years.

  • Manual asset and liability entry
  • Historical net worth charts with date range selection
  • Asset class breakdown — property, cash, investments, crypto
  • Month-over-month and year-over-year trends
Net Worth screenshot
Expenses

Understand exactly where your money goes

Log and categorise your transactions your way. Spot patterns and drill into categories to understand your spending. NestFund keeps you informed without being overwhelming.

  • Manual transaction entry with smart categorisation
  • Custom categories and rules
  • Monthly spending breakdowns
  • Income vs. expense comparison charts
Expenses screenshot
Goals
Coming soon

Turn ambitions into achievable milestones

Whether you are saving for a holiday, an emergency fund, or early retirement — NestFund turns your goals into structured plans with clear progress milestones and realistic timelines.

  • Up to 3 savings goals on free — unlimited on Pro
  • Progress calculation from your logged transactions
  • Visual progress bars and milestone tracking
  • Monthly contribution recommendations
  • Notifications when you reach milestones
Goals screenshot
Subscriptions

Know exactly what you are paying each month

Log your recurring subscriptions and see your total monthly commitment at a glance. Spot forgotten services and keep your recurring costs under control.

  • Log subscriptions with billing cycle and amount
  • Monthly recurring cost summary
  • Spot and cancel forgotten services
  • See subscriptions as a share of your monthly spend
Subscriptions screenshot

And more

Built for serious wealth builders

Bank-level security

End-to-end encryption, read-only OAuth connections, and Row-Level Security on every database table.

Custom categories

Create your own spending categories and sub-categories to match how you actually think about money.

Asset allocation

Visualise how your wealth is distributed across asset classes.

Income tracking

Log fixed or variable income each month. Track earnings history and calculate your savings rate.

Subscription tracker

Log your recurring subscriptions and see exactly what you are paying each month. Spot forgotten services and keep your recurring costs under control.

Export & reports

Download your data as CSV or PDF reports — perfect for accountants or personal records.

Ready to take control of your finances?

All features are free to use today. No credit card, no catch.

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