Budgeting
Divide the month up on purpose and watch the money land where you meant it to.
ExploreTracking
Tracking that doesn't feel like a chore
With every account in one place, it's far easier to see where you actually stand — from Tuesday's coffee to the shape of your net worth.
Start freeNet worth
$612,480.35
↑ $21,847.19 (3.7%) 1 month change
Net worth performance
1 month
Nov 6Nov 10Nov 14Nov 18Nov 22Nov 26Nov 30Dec 4
Cash↑ $1,612.44 (2.6%)1 month change
$58,914.62
KB
Everyday CheckingChecking
$14,206.1813 hours ago
LV
Shared SavingsSavings
$44,708.4413 hours ago
Credit Cards↓ $58.37 (2.1%)1 month change
$2,714.06
AX
Household CardCredit card
$2,714.0613 hours ago
Investments↑ $9,431.28 (1.8%)1 month change
$518,662.90
RW
Rowan 401(k)Retirement
$172,905.4113 hours ago
Summary
TotalsPercent
Assets$883,207.51
Investments$518,662.90
Real Estate$284,910.00
Cash$58,914.62
Vehicles$20,719.99
Liabilities$270,727.16
Loans$268,013.10
Credit Cards$2,714.06
12:51
5G
Accounts
NET WORTHCASHINVESTMENTSPROPERTY
$610,742.18
↑ $21,406.55 (3.6%) 1 month
1M3M6M1YALL
Cash$58,914.62
↑ $1,043.71 (1.8%) 1 month9% of assets
KB
Everyday CheckingChecking
$14,206.188 hours ago
LV
Shared SavingsSavings
$44,708.448 hours ago
Investments$518,662.90
↑ $9,431.28 (1.8%) 1 month59% of assets
Net worth
Chart your net worth over time
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Bring together bank accounts, property, brokerage holdings, credit lines and loans.
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Keep home values current by syncing with our Terravalue property estimates.
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Filter assets, liabilities and net worth reports into whatever view actually helps you.
Transactions
See what's coming and going
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Search any transaction across every connected account in one pass.
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Automatic categorisation reads the messy merchant strings so you don't have to.
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Swipe to review, split or re-tag transactions the moment they land.
2:03
Transactions
$4,318.00Total income
$3,806.42Total expenses
$511.58Total net income
11.8%Savings rate
Cash flow
Dec 1, 2025 – Dec 31, 2025
By category & group
Share
Reports
Reports and charts that are as powerful as they are beautiful
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Dozens of report shapes, from category spend down to the flow diagram people ask us for by name.
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Slice by merchant, tag or household member to find the money moves worth making.
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Zoom out for the five-year picture, or in on a single week of grocery runs.
Recurring
Always know what's around the corner
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See bills and subscriptions as a calendar or a running list, whichever way you think.
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Reminders land before the charge does, so nothing overdrafts a shared account.
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Track subscription creep month over month and cancel the ones nobody opens.
Bills
$5,284.00 remaining due
HC
Household CardEvery month
$1,284.00in 5 days
KB
Kestrel LineEvery month
$1,180.00in 7 days
LM
Larkspur MortgageEvery month
$1,412.00in 9 days
HV
Harvest MarketEvery month
$1,408.00in 12 days
Subscriptions
$61.28 remaining due
HM
Harvest Market+Every month
$13.40in 3 days
SK
SkywardEvery month
$7.85in 6 days
LU
Lumina TVEvery month
$21.60in 10 days
TP
Tidepool PlayEvery month
$16.45in 15 days
Your Portfolio
Past 90 days6.12%
Today0.48%
Broad Market
Past 90 days0.31%
Today0.27%
Dec 1Dec 9Dec 19Dec 28Jan 3Jan 6
Investments
Your whole portfolio, sitting in one place
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Individual shares, index funds, retirement plans, ETFs and crypto wallets side by side.
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Spot the movers behind a jumpy week before you decide where the next contribution goes.
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Check your allocation against a target mix and adjust your risk profile as life changes.
Dashboard
Your home base for money clarity
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Arrange the dashboard so the number you actually check sits front and centre.
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Drag in widgets for net worth, recent activity, portfolio performance and upcoming bills.
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Swipe your monthly review on the phone for a two-minute read on cash flow and spend.
$128k net worth
↗ $7,214.60 (5.8%) 1 month
$3,214 spent this month
↘ $362 (-10.1%) vs. last month
Connectivity you can count on
Pinemark syncs through several independent financial data providers rather than one, so accounts keep reporting even when a single connection has a bad night.
Credit cards
$2,714.06
KBKestrel Signature
••••• 521
••••• 521
HCHousehold Card
••••• 970
••••• 970
Cash
$18,904.22
AVChecking
••••• 294
••••• 294
LVLakeview Checking
••••• 567
••••• 567
PCPocket Cash
••••• 292
••••• 292
Investments
$58,412.77
BRBrokerage
••••• 008
••••• 008
RWRetirement – 401k
••••• 294
••••• 294
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FAQs
How is my net worth calculated?
Net worth is the sum of every asset account you've connected to Pinemark — cash, investments, vehicles and property — minus liabilities like credit cards and loans.
You can also add manual accounts for anything that isn't connectable, from a private pension to a parked motorcycle, and it will be counted the same way.
Can I rearrange my dashboard?
How does Pinemark decide what appears on the Recurring page?
