Eidan Family Finances

Net Worth

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CHF equivalent

Month Change

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vs last snapshot

Total Growth

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since first snapshot

CAGR

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annualised return

YTD Saved

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cash this year

Savings Rate

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last month

Net Worth by Month — click a bar for account breakdown

Trend & 12-Month Projection — dotted = projection

Account Breakdown —

Account	Local Amount	CHF Equiv.	Share

Wealth Velocity

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avg CHF / month

CAGR

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annualised growth

Months to CHF 1M

—

at current rate

Total Growth

—

since first snapshot

Wealth by Region Over Time

12-Month Forward Projection — linear trend

Year to Date

Income

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Expenses

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Cash Saved

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Avg Savings Rate

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Months Tracked

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Avg Savings Rate

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last 12 months

Avg Cash Saved

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per month

Last Month Saved

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actual cash

Total Saved

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all tracked months

Cash Flow — Actual vs Normalised — normalised smooths lumpy months

Monthly Savings Rate % — line = 3-month rolling avg

Month

Spending by Category

Category Breakdown — vs budget targets

Category	Actual	Target	vs Target	12-Mo Avg

Spending Trends — Last 6 Months

Net Worth Snapshot

Month

Swiss Accounts (CHF)

Joint Account

Daniel

Rachel

Credit Card (owed — enter positive)

Canadian Accounts (CAD)

RBC Chequing

RBC US

RRSP — Daniel

RRSP — Rachel

Hong Kong Accounts (HKD)

HSBC 1

HSBC 2

Outstanding Items

FX Rates (to CHF)

1 CAD = CHF

1 HKD = CHF

Switzerland (net of credit card)CHF 0

Canada (CHF equiv)CHF 0

Hong Kong (CHF equiv)CHF 0

OutstandingCHF 0

Total Net WorthCHF 0

Monthly Budget

Month

Income (CHF)

Salary

Bonus

Expat Allowance

Childcare

Spousal

Other Income

Monthly Expenses (CHF)

Rent

Imelda

Food

Transport

Kids

Communications

Canada

Healthcare

Subscriptions

Utilities

Misc

Annual Expenses (CHF)

Holidays

Insurance

School

Property Tax

Other Annual

Total IncomeCHF 0

Total ExpensesCHF 0

Cash SavedCHF 0

Savings Rate0%

FX Rates

Default exchange rates used when pre-filling the Add Snapshot form. Update these when rates change significantly.

1 CAD = CHF

1 HKD = CHF

Monthly Budget Targets (CHF)

Set your target spend per category. These appear in the Spending tab to show actual vs budget.

Rent

Imelda

Food

Transport

Kids

Communications

Canada

Healthcare

Subscriptions

Utilities

Misc

Holidays

Insurance

School

Property Tax

Other Annual

Data Export

Download all your financial data as a CSV file. Includes all net worth snapshots and monthly budget entries.