Net worth tracking on every device - not just iPhone

Start free with 12-month history. Unlike Copilot Money, MonthlyWorth is a cross-platform web app that works on desktop, Android, and iOS. No bank connections or Plaid sync required.

No credit card required

Copilot Money is a polished iOS finance app, but it's limited to Apple devices and requires bank connections. MonthlyWorth works on any device with a browser - desktop, tablet, or phone - with no bank sync required. Track your net worth across 150+ currencies with manual monthly snapshots, automatic charts, and email reminders that work regardless of your platform.

Why Users Switch

Common frustrations we solve

  • Copilot Money is iOS-only - no Android app, no desktop access, no web interface
  • Copilot requires Plaid bank connections that frequently fail with certain institutions
  • At $13/month or $95/year, Copilot Money costs more than you need for net worth tracking

Why MonthlyWorth?

  • Cross-platform: works on desktop, tablet, and mobile browsers
  • Start free forever - no credit card required for 12-month history
  • $3/month or $24/year vs $13/month or $95/year for Copilot Money
  • No bank connections or Plaid integration needed - complete privacy

Key Features

Everything you get when you switch to MonthlyWorth

Cross-platform web app - works on any desktop, tablet, or mobile browser
Three interactive charts: net worth trends, category breakdowns, allocation treemap
Custom asset and liability categories for any account type you want to track
150+ currencies with proper locale formatting for global users
CSV import and export for data portability and spreadsheet migration
Monthly email reminders to maintain your tracking consistency

See MonthlyWorth in Action

A visual overview of how the app helps you track your net worth

MonthlyWorth dashboard showing current net worth and month-over-month change
MonthlyWorth category allocation and breakdown
MonthlyWorth net worth trend chart over time
MonthlyWorth detailed financial overview

How It Works

Get started in minutes

  1. 1

    Sign up free in 2 minutes from any device with a web browser

  2. 2

    Create your asset and liability categories or import from CSV

  3. 3

    Update values monthly via the guided 3-step check-in wizard

  4. 4

    View trend charts, allocation breakdowns, and progress on any device

Cross-platform security without third-party sync

  • Secure Clerk authentication with JWT tokens - industry-standard security
  • Database-level data isolation ensures complete privacy of your financial data
  • No Plaid or bank connections means zero credential exposure to third parties
  • End-to-end encryption in transit and at rest for all financial data
  • Full data export and permanent account deletion available from settings

Frequently Asked Questions

How is MonthlyWorth different from Copilot Money?
Copilot Money is an iOS-only budgeting app that requires Plaid bank connections. MonthlyWorth is a cross-platform web app focused on net worth tracking with manual monthly entry. No bank sync, no iOS requirement, and no transaction categorization.
Does MonthlyWorth work on Android and desktop?
Yes. MonthlyWorth is a responsive web app that works in any modern browser - desktop, Android, iOS, tablet. No app store download needed. Copilot Money is limited to iOS devices only.
Is MonthlyWorth cheaper than Copilot Money?
Yes. MonthlyWorth starts free with 12-month history. Premium is $3/month or $24/year for unlimited history. Copilot Money costs $13/month or $95/year - four times more expensive for net worth tracking.
Can I track the same things without bank connections?
Yes. Create custom categories for bank accounts, investments, crypto, real estate, loans - anything. Enter current values once per month via the guided wizard. You get the same net worth view without sharing credentials.

Ready to get started?

Join MonthlyWorth today and start tracking your net worth with privacy and control.

No credit card required