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See what’s coming.
Keep bills and subscriptions in one place. Review price changes, uncertain renewals, and charges that need another look.
Explore renewalsA little more clarity. A little more control.
Know what’s coming.
Make room for what matters.
Your bills, your budget, and your next 30 days—together in a calmer place to manage your money.
Password-protected preview · Fictional data · No bank connection.
SOVEREIGN FINANCEDemo workspace
YOUR WORKSPACE / OVERVIEW
Your next 30 days.
A clearer picture of what comes next.
Room after your buffer$356.01After a $500.00 cash buffer
Upcoming commitments$2,141.97Next 30 days
Coming up
Amount- AApartment rentOct 5 · Confirmed$1,450.00
- NNetflixOct 8 · Confirmed$17.99
- SSpotifyOct 14 · Confirmed$11.99
3 items ready for your review
Everyday essentials up frontPlanning at your own paceYour data, your controls
INSIDE SOVEREIGN FINANCE
One workspace.
Take a look around.
Explore the screens behind the simpler experience. Start with the everyday essentials, then look closer when you want to.
01 / 11
EVERYDAY CLARITY
Start with your next 30 days.
See what’s coming up, how much room remains after your cash buffer, and which commitments need a closer look.
- Room after your cash buffer
- Upcoming bills and subscriptions
- Price changes and review prompts
One place to get your bearings before you make a decision.
Explore overviewsovereignfinance.io / Overview
02 / 11
FEWER SURPRISES
Know what renews. Decide what stays.
Review recurring commitments together, see the evidence behind them, and correct dates or amounts when your plans change.
- Search and filter commitments
- Review price changes and uncertain renewals
- Add or edit expected payments
A cancellation request stays a request until you confirm what changed.
Explore renewalssovereignfinance.io / Renewals
03 / 11
THE RECORD BEHIND THE PLAN
Follow what came in and went out.
Read your recorded transactions in a simple timeline. Filter money in or out and keep transfers separate from everyday spending.
- Dated transaction history
- Money-in and money-out filters
- Clear posted and transfer labels
Posted purchases count once. Card payments are treated as transfers.
Explore activitysovereignfinance.io / Activity
04 / 11
LOOK A LITTLE AHEAD
See where the month may get tight.
Explore your lowest projected balance, your cash buffer, and the assumptions behind the next 30 days of cash.
- Lowest and ending balance estimates
- Visible spending assumptions
- Daily calculation you can inspect
Planning estimates show their limits. Missing balances never become zero.
Explore cash outlooksovereignfinance.io / Cash outlook
05 / 11
A PLAN THAT FITS
Give your categories a little direction.
Choose flexible limits or zero-based allocation. Set monthly amounts, follow recorded spending, and decide how unused funds roll forward.
- Flexible or zero-based planning
- Category allocations and rollover
- Manual records and budget exports
Your budget helps you plan; it does not reserve or move bank funds.
Explore budgetsovereignfinance.io / Budget
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MAKE ROOM FOR WHAT MATTERS
Put a name to what you’re saving for.
Track a savings target, the progress you report, and the contributions you record—whether it’s a trip, a sinking fund, or an emergency cushion.
- Targets and reported saved amounts
- Monthly contribution estimates
- Deposit and withdrawal history
These are your planning records. Recording progress does not make a transfer.
Explore savings goalssovereignfinance.io / Savings goals
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THE DETAIL, IN ONE PLACE
Choose a question. See the picture.
All your charts live together here. Explore spending, recorded income, savings goals, or the next 30 days of cash—one view at a time.
- Clear category and history views
- Savings and cash-path reports
- Exact chart data and coverage notes
Missing history stays visible, so an empty month never implies verified zero spending.
Explore reportssovereignfinance.io / Reports
08 / 11
YOUR EVIDENCE, YOUR CONTROL
Share useful proof with clear boundaries.
Explore private financial records, review credential evidence, and choose what to share when a proof request arrives.
- Credential and evidence review
- Proof requests and sharing controls
- Connected sources and encrypted export
This screen shows separate synthetic Passport examples from the local build. Passport services are unavailable in the hosted preview.
Explore financial passportsovereignfinance.io / Financial passport
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MORE PLANNING TOOLS
Keep your portfolio records together.
Manually track holdings, dated valuations, and external contributions. Inspect performance only when enough recorded information is available.
- Manual holdings and price records
- Dated valuations and external flows
- Contribution-adjusted performance estimates
No live quotes or trading. Unmeasured performance stays unmeasured.
Explore investmentssovereignfinance.io / Investments
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PLUS PREVIEW · MORE PLANNING TOOLS
Try a different plan before changing yours.
Compare everyday spending scenarios over longer horizons, or explore a debt payoff estimate using your own assumptions.
- 30-, 90-, and 365-day scenarios
- Spending comparisons
- Single-debt payoff simulator
The local simulators do not change your saved plan or move money. Paid membership is not enabled.
Explore planning labsovereignfinance.io / Planning lab
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YOUR WORKSPACE, YOUR CHOICES
Keep the controls close at hand.
Adjust your cash buffer and daily spending assumptions. Review connection status, export your records, and manage your demo workspace.
- Cash buffer and spending preferences
- Connection and membership status
- Data export and workspace deletion
The demo makes its connection status explicit. No bank account is linked.
Explore settingssovereignfinance.io / Settings
Overview · 1 of 11. Choose a feature or use the arrows to explore at your own pace.
A WORKSPACE THAT MAKES SENSE
The essentials first.
More detail when you want it.
Start with what’s coming up. Build a plan from there. Keep the deeper analysis in one place.
02
Make a plan that fits.
Give your categories a budget, put something toward a savings goal, and see where your next 30 days might get tight.
Explore your budget03
Look closer when you need to.
Find your charts together in Reports. Choose one view at a time, with clear labels and the numbers behind the picture.
Explore reportsA SMALL ROUTINE. A CLEARER PICTURE.
A few minutes to
get your bearings.
You don’t need to understand every feature to get something useful out of your workspace.
Take your first look- 1
Start with your next 30 days.
See upcoming commitments, the room after your buffer, and anything that needs attention.
- 2
Review what needs a decision.
Check a price change or renewal. Correct the plan so it reflects what you actually expect.
- 3
Give the rest a purpose.
Set category amounts, work toward a savings goal, and open Reports when you want to look closer.
BUILT AROUND YOUR CONTROL
A clearer picture.
With clear boundaries.
See the assumptions behind an estimate. Review the illustrated Financial passport experience. Export your demo data, review sharing controls, or remove your workspace when you choose.
Read about your data- Estimates with visible assumptions
- Financial records with sharing controls
- Export and deletion in Settings
- Fictional data throughout this preview
BEFORE YOU GET STARTED
A few good questions.
Know what you’re exploring.
Then make it your own.
What can I try in the demo?
Review fictional bills and subscriptions, explore the cash outlook, build a category budget, and create savings goals. Reports brings the charts together, while the walkthrough illustrates the local Financial passport experience. Passport services are unavailable in the hosted preview.
Do I need to connect a bank?
No. This preview uses fictional accounts and transactions, so you can explore the experience without connecting a bank or entering real financial information.
Does the app move my money or cancel subscriptions?
No. The demo is for planning and review. Editing a commitment or recording a cancellation request does not move money or cancel a merchant service.
How should I read the cash estimate?
The outlook uses the balance and commitments in your workspace, along with visible spending assumptions. It is a planning estimate, not a spending guarantee. A missing or stale balance is never silently treated as zero.
Can I export or remove my demo data?
Yes. Settings includes exports and a way to delete your demo workspace. The pictured local Financial passport has separate export and sharing controls; it is unavailable in the hosted preview.
YOUR MONEY. A LITTLE CLEARER.
Start with what’s coming next.
Explore the full workspace with demo data, at your own pace.