Know Your Dosh
Easily manage, track, and protect your family's finances
Keeping track of your family's financial health can feel like juggling too many accounts, assets, and deadlines.
Without an organized system, it's easy to lose sight of wealth and future planning. As one AppSumo customer has already noted “it consolidates everything - bank accounts, investments, property, and loans - so you can start to get a sense of your complete financial picture and net worth at a glance”
Know Your Dosh simplifies wealth management, helping families securely consolidate, monitor, and protect their financial assets in one intuitive platform.
TL;DR
At-a-glance
Best for
Features
Overview
All your finances in one place
Manage and track your assets, liabilities, and investments effortlessly.
- Consolidate financial accounts, property, pensions, and more
- Monitor net worth changes with real-time analytics
- Stay organized with automated renewal and expense tracking
Your security is our top priority
Here’s how we keep your information safe.
- Bank-Level Encryption: All data is encrypted both in transit (using TLS) and at rest (using AES-256 encryption).
- GDPR Compliant: We follow strict data protection standards and are fully GDPR compliant.
- FCA Regulated: We are authorised and regulated by the Financial Conduct Authority.
- Secure Infrastructure: Our platform is hosted on highly secure cloud infrastructure with multiple layers of protection.
- Zero Access Policy: Your financial data is private to you. Even our team cannot access your sensitive information without your explicit consent.
Never lose track of your wealth
Track and manage both active and forgotten assets for a complete financial picture.
- Uncover dormant assets and missing financial records
- Manage wealth across banks, pensions, and investment accounts
- Secure your financial legacy for future generations
Family-focused financial management
Keep your household finances aligned with secure, shared access and insights.
- Collaborate with family members to manage assets together
- Assign roles and permissions for better financial oversight
- Plan smarter with visualized spending and income trends
Global coverage
Our automatic bank feeds are available in 16 countries (and growing).
- 450+ automatic bank feeds powered by Moneyhub & Yodlee.
- Strong support in UK & Europe
- Growing support in US, Canada, Australia & New Zealand
- Manual tracking available for any institution worldwide
Financial security starts with organization.
Know Your Dosh helps families take control of their wealth, ensuring nothing is lost, forgotten, or mismanaged.
Start managing your finances with confidence today!
Plans & features
Deal terms & conditions
- Lifetime access to Know Your Dosh
- You must redeem your code(s) within 60 days of purchase
- All future Lite (Tier 1) or Pro (Tiers 2-3) Plan updates
- Stack up to 3 codes
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!