What is Know Your Dosh?
Know Your Dosh is an award-winning platform designed to simplify and secure your family's financial management. Backed by FCA regulation, this tool allows users to track and organize a wide range of assets and liabilities, including properties, bank accounts, investments, mortgages, and more, all from one intuitive dashboard. Know Your Dosh offers real-time syncing with your financial accounts, document management, and secure family member collaboration, ensuring everyone has the appropriate visibility and control over shared wealth.
Advanced security measures such as bank-level encryption and two-factor authentication protect sensitive data, while the 'read-only' integration ensures privacy by never storing your login credentials. Whether starting your financial journey or seeking advanced tools for estate management, Know Your Dosh delivers a full suite of features for organizing, sharing, and growing family wealth efficiently and securely.
Features
- Comprehensive Asset Tracking: Monitor properties, investments, bank accounts, stocks, and more in one dashboard.
- Liabilities Management: Track mortgages, loans, and credit cards with ease.
- Secure Bank Account Integration: Real-time syncing without storing login credentials, maintaining data privacy.
- Document Storage: Safely store and manage essential financial documents.
- Family Collaboration: Invite members for shared financial planning and transparency.
- High-Level Security: Bank-grade encryption and two-factor authentication for all data.
- Mobile and Desktop Access: Manage finances wherever you are, on any device.
- Multi-Currency Support: Track assets and liabilities in multiple currencies.
- Calendar Sync: Seamlessly integrate with Google and Outlook calendars.
- FCA Regulation: Operates under strict regulatory standards for financial data.
Use Cases
- Centralizing and tracking all family assets and liabilities in one secure place.
- Collaborating with family members to manage shared wealth and estate planning.
- Securely syncing and monitoring real-time balances from multiple bank accounts.
- Safeguarding important financial documents for easy access and organization.
- Supporting transparent financial conversations and shared decision-making.
- Simplifying financial planning for major life events, property management, or retirement.
- Identifying and reclaiming unclaimed or forgotten assets.
FAQs
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What is Know Your Dosh, and how does it work?
Know Your Dosh is a secure financial management platform for families, enabling users to track assets, liabilities, and overall wealth in one place by syncing accounts and providing real-time insights. -
Is Know Your Dosh safe to use?
Yes, Know Your Dosh is FCA-regulated and employs bank-level encryption and security practices, including no storage of bank credentials and two-factor authentication. -
What types of assets and liabilities can I track?
The platform allows users to track properties, pensions, investments, stocks, mortgages, loans, credit cards, and more. -
Can I use Know Your Dosh for free?
Yes, there is a free plan with essential features. Advanced features are available under Pro or Elite plans. -
Can I invite family members to Know Your Dosh?
Yes, you can invite family members for collaborative access and shared financial oversight.
