One place for the whole balance sheet
Bring together bank accounts, brokerage accounts, loans, manual assets, real estate, and imported investments.
Feature
A Native Finance App for Your Whole Financial Workspace
Use Tablewealth as a native finance workspace for day-to-day review, high-level dashboards, connected accounts, holdings, transactions, and financial trends.
Built for People who want a polished home base for accounts, balances, holdings, transactions, dashboards, and reports.
Built for repeated review
Use dashboards and reports for recurring account checks, data hygiene, cash-flow review, and investment visibility.
Not trapped in one interface
The native app is the home base, but the same data can feed spreadsheets, APIs, AI workflows, and custom tools.
How it works
A practical workflow, not a generic dashboard.
1
Set up your workspace
Create an organization, connect accounts, import records, and add manual assets or liabilities that matter to your financial picture.
2
Review the home dashboard
Use the native app to scan net worth, assets, debts, cash, account freshness, and the workflows that need attention.
3
Expand into apps and reports
Launch focused tools, sync spreadsheets, build custom apps, or prepare reports from the same financial foundation.
What you can do
Use Tablewealth for the work behind the number.
Monthly financial review
Check account freshness, spending summaries, debt, holdings, and net worth before you trust the period.
Household command center
Use one workspace for connected accounts, manual records, reports, spreadsheet destinations, and planning apps.
Starting point for deeper workflows
Move from the dashboard into spreadsheets, app-store tools, custom apps, or AI-assisted review when the question gets more specific.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
Related workflows
Keep exploring from here.
FAQ
Common questions
What does the native Tablewealth app show?
The app shows connected accounts, balances, assets, debts, holdings, transactions, dashboards, reports, spreadsheet syncs, apps, and workspace settings.
Can I use the app if I also use spreadsheets?
Yes. The native app and spreadsheet sync share the same workspace data, so you can review in the app and model in spreadsheets.
Is the native app only for budgeting?
No. It supports a broader workspace across net worth, investments, cash flow, holdings, private assets, spreadsheets, apps, and AI workflows.