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.
Updates shares, funds and crypto when you open the app, if the prices are more than a few hours old.
Pro features
Goals, automatic snapshots and your summary email.
Shown as a progress bar on your overview.
How many months of spending you want to keep within reach. Tracked on your net worth analysis.
Saves your figures at the start of each month, and fills in a month you missed when you next open the app.
We email your net worth, how it changed, and any holdings that need updating. Pro adds the full breakdown, quarterly sending, and your own send day.
Customize view
How the app looks on this device.
Saved on this device only, so it won't change how the app looks anywhere else you sign in.
Asset types
Grouping decides what counts as easy-to-reach money or a debt.
Countries
Countries appear here as you add holdings. Set the currency each one uses by default 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 unlimited countries and currencies, your whole history, unlimited PDF reports, household, goals and runway targets, and the full summary email. 30 days free, card required.
Create a free account first so your plan follows you between devices.