Your finances, synced
to where you want them
Only tablewealth will bring your investing and bank accounts into one place & sync live to your spreadsheets.
Built for modern money tracking with tools you already recognize
Personal finance should not feel like reconciliation work
Accounts are scattered
Your checking, savings, brokerage, retirement, and cash accounts all live in different apps, so getting one clear view takes too much manual work.
Spreadsheets go stale fast
The moment you export balances into a spreadsheet, they start drifting from reality. That makes planning, tracking, and sharing less trustworthy.
Basic analysis takes too long
Even simple questions like cash runway, asset mix, or monthly movement can turn into a multi-tab cleanup project.
One place to understand your whole financial picture
tablewealth combines connected accounts, live-updating spreadsheets, and practical built-in tooling so you can track what you have without stitching workflows together yourself.
Keep cash, brokerage, retirement, and savings accounts in one organized workspace.
See how your balances are distributed across the account types that make up your financial picture.
Watch your full balance sheet move over time without rebuilding the chart by hand.
Use lightweight automations to keep your spreadsheet and decisions in sync.
Pull data from the services where your financial life already lives.
Built for people who already think in rows and columns
Use tablewealth as the source of truth for balances, performance, and movement across every linked account.
- Linked bank and investing accounts
- Live spreadsheet models
- Net worth tracking
- Cash flow visibility
- Simple built-in financial tools
- Shareable tables for planning
tablewealth
Overview
0 view
For your full financial picture
0/7
Live spreadsheet updates
0+
Core account types unified
0 copy/paste
Required to stay current
Built for people who want the numbers, not the fluff
tablewealth gives me one table for every account I care about. I stopped maintaining manual exports every weekend. Now my numbers are current whenever I open the sheet.
Mia Chen
Independent investor
We use tablewealth to monitor operating cash and investment balances in the same place. It cut down the spreadsheet cleanup work. The live updates are the reason it sticks.
Jordan Patel
Finance lead at a small business
I wanted something more flexible than a budgeting app and less fragile than a DIY spreadsheet. tablewealth sits in the middle perfectly. I can inspect the data instead of trusting a black box.
Elena Ramirez
Household CFO
tablewealth gives me one table for every account I care about. I stopped maintaining manual exports every weekend. Now my numbers are current whenever I open the sheet.
Mia Chen
Independent investor
We use tablewealth to monitor operating cash and investment balances in the same place. It cut down the spreadsheet cleanup work. The live updates are the reason it sticks.
Jordan Patel
Finance lead at a small business
I wanted something more flexible than a budgeting app and less fragile than a DIY spreadsheet. tablewealth sits in the middle perfectly. I can inspect the data instead of trusting a black box.
Elena Ramirez
Household CFO
tablewealth gives me one table for every account I care about. I stopped maintaining manual exports every weekend. Now my numbers are current whenever I open the sheet.
Mia Chen
Independent investor
We use tablewealth to monitor operating cash and investment balances in the same place. It cut down the spreadsheet cleanup work. The live updates are the reason it sticks.
Jordan Patel
Finance lead at a small business
I wanted something more flexible than a budgeting app and less fragile than a DIY spreadsheet. tablewealth sits in the middle perfectly. I can inspect the data instead of trusting a black box.
Elena Ramirez
Household CFO
tablewealth gives me one table for every account I care about. I stopped maintaining manual exports every weekend. Now my numbers are current whenever I open the sheet.
Mia Chen
Independent investor
We use tablewealth to monitor operating cash and investment balances in the same place. It cut down the spreadsheet cleanup work. The live updates are the reason it sticks.
Jordan Patel
Finance lead at a small business
I wanted something more flexible than a budgeting app and less fragile than a DIY spreadsheet. tablewealth sits in the middle perfectly. I can inspect the data instead of trusting a black box.
Elena Ramirez
Household CFO
Seeing company cash, personal cash, and brokerage balances together is far more useful than jumping between dashboards. tablewealth gives me a clean operating snapshot.
Noah Green
Startup founder
Most tools either hide the spreadsheet or make the connections painful. tablewealth makes both parts usable. I get live data and still keep control of the model.
Priya Menon
Operator and active saver
I mainly care about account aggregation and simple analysis. tablewealth covers both without extra complexity. It feels like a finance tool built by spreadsheet people.
Ben Lawson
Early retiree
Seeing company cash, personal cash, and brokerage balances together is far more useful than jumping between dashboards. tablewealth gives me a clean operating snapshot.
Noah Green
Startup founder
Most tools either hide the spreadsheet or make the connections painful. tablewealth makes both parts usable. I get live data and still keep control of the model.
Priya Menon
Operator and active saver
I mainly care about account aggregation and simple analysis. tablewealth covers both without extra complexity. It feels like a finance tool built by spreadsheet people.
Ben Lawson
Early retiree
Seeing company cash, personal cash, and brokerage balances together is far more useful than jumping between dashboards. tablewealth gives me a clean operating snapshot.
Noah Green
Startup founder
Most tools either hide the spreadsheet or make the connections painful. tablewealth makes both parts usable. I get live data and still keep control of the model.
Priya Menon
Operator and active saver
I mainly care about account aggregation and simple analysis. tablewealth covers both without extra complexity. It feels like a finance tool built by spreadsheet people.
Ben Lawson
Early retiree
Seeing company cash, personal cash, and brokerage balances together is far more useful than jumping between dashboards. tablewealth gives me a clean operating snapshot.
Noah Green
Startup founder
Most tools either hide the spreadsheet or make the connections painful. tablewealth makes both parts usable. I get live data and still keep control of the model.
Priya Menon
Operator and active saver
I mainly care about account aggregation and simple analysis. tablewealth covers both without extra complexity. It feels like a finance tool built by spreadsheet people.
Ben Lawson
Early retiree