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Initial Release
This asset management app lets you see your total assets, asset allocation, trends, and monthly income and expenses at a glance simply by importing your bank statements as a CSV file.
Asset management is an app that records the balances of all your accounts—bank accounts, securities accounts, e-money accounts, cash, etc.—in one place. It doesn't link with financial institutions, so you don't need to entrust your online banking IDs or passwords to them. ■ Simply import a statement CSV By simply selecting a CSV file of deposit and withdrawal statements downloaded from your online banking account, you can record your balance and deposits and withdrawals all in one place. Supported statement CSV files: Mitsubishi UFJ Bank / Japan Post Bank / au Jibun Bank / Rakuten Bank / Docomo Bank You can also record other accounts by manually entering data or pasting from a spreadsheet program. ■ See your current balance at a glance - Display total assets and month-on-month change at the top - Asset allocation by category: savings, stocks, investment trusts, crypto assets, etc. - Display asset trends by total assets, category, and account, daily, monthly, and yearly ■ Understand your monthly income and expenses - Summarize monthly and yearly income and expenses from your statements - Automatically detects and excludes transfers between your own accounts from income and expenses - Tap a month to see a breakdown of income and expenses for that month ■ Correcting records is easy - Choose whether to reflect corrections to past balances in subsequent balances - Record any number of entries on the same day (interest and taxes can be recorded separately) - Deleted accounts can be restored for 30 days ■ Keep your data at hand - Export all data as a CSV file and summarize it in Excel or spreadsheets - Import the exported CSV file directly into another device - Choose your account icon from financial institution logos or your favorite photos * This app is not provided or endorsed by any financial institution.