Settings
Preferences, exchange rates, and data management.
Preferences
Basics for runway and reports.
All totals, charts and runway are shown in GBP.
Used to work out how long your easy-to-reach money would last.
Shown as a progress bar on your overview.
Updates shares, funds and crypto when you open the app, if the prices are more than a few hours old.
Saves your figures at the start of each month, and fills in a month you missed when you next open the app.
On the 1st of each month we email your net worth and how it changed. Pro adds the full breakdown.
Blur financial values across all screens.
Asset types
Grouping decides what counts as easy-to-reach money or a debt.
Countries
Each country has a default currency for new holdings.
Exchange rates
How many units of each currency equal £1.
Never refreshed from the feed — these are the rates you set.
Updates ticked currencies when you open the app and rates are more than a day old.
Your data
Everything lives in this browser until you save it to an account.
MoneyGist Wealth O/S is a personal tracking tool, not financial advice. You're responsible for the accuracy of the figures you enter.
Your plan
Free plan: save your figures, unlimited holdings, 2 countries and the last 3 months of history.
Pro adds a PDF report, your whole history, unlimited countries, monthly notes and goals. 14 days free.
Create a free account first so your plan follows you between devices.
Where the numbers come from
These free sources keep your figures up to date, automatically or when you press refresh.
Frankfurter, using European Central Bank reference rates. Updated on working days.
Last refreshed: not yet
Yahoo Finance public quotes, matched on ticker. Prices may be delayed, and some markets — including the Nigerian Exchange — have no free feed, so those values stay as you last set them.
Last refreshed: not yet
Figures are for personal tracking only, not valuations or advice. Always check with your provider before acting on them.