Family Finance Snapshot
See Your Family’s Money at a Glance
A single dashboard where every family member can view income, expenses, investments and property in real‑time, with magic‑link login and automated alerts.
Key Screens
All Your Money, One View
Instantly see totals, trends and upcoming rent payments across income, expenses, investments and property.
Overview Dashboard
Total income, expenses, net cash flow, investment and property values at a glance.
Investments Tab
Track SIPP and ISA balances, performance charts and yearly growth.
Property Portfolio
Market values, rental income and rent‑due reminders for each property.
How It Works
Simple Monthly Workflow
Get your family’s finances up‑to‑date in three easy steps.
- 1
Import CSV/Excel
Admin uploads monthly bank, investment and property files – our parser maps every column automatically.
- 2
Automated Alerts
System checks budget thresholds and rent dates, sending email & dashboard alerts instantly.
- 3
View Live Dashboard
Family members log in via magic link to explore real‑time charts, tables and reports.
Stay Informed
Alerts & Reports That Keep You Ahead
Budget‑overspend warnings, rent‑due reminders and a monthly email summary keep every family member aware of the financial picture without the hassle.
- Custom overspend threshold
- 3‑day rent reminders
- Automated monthly email report
What Families Say
“Family Finance Snapshot turned our chaotic spreadsheets into a clear, shared view of our money. Alerts saved us from overspending twice already!”
“I love the magic‑link login – my kids can see our investments without any passwords. It’s peace of mind for the whole family.”
Frequently Asked Questions
Your Questions Answered
Who can edit the financial data?
Only the designated admin can import or edit records. All other family members have read‑only access.
How do we log in?
Enter your email and we’ll send a secure magic‑link that logs you in instantly – no passwords needed.
What alerts does the system send?
Budget‑overspend alerts, rent‑due reminders (3 days before), and a monthly summary email with income, expenses, investments and property updates.
Can we integrate with our calendar?
Yes – rent due dates are synced to Google Calendar or Outlook via iCal links.
Ready to Take Control of Your Family Finances?
Start your free early‑access today and see every dollar in one place.