Family Finance Snapshot

See Your Family’s Finances in One Click

A single dashboard that brings together income, expenses, investments, and property values so every family member stays informed and in control.

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We’re Here to Help

Contact Support

Our dedicated team is ready to assist you with onboarding, data imports, or any question about your family’s financial snapshot. Reach us by email, phone, or connect on LinkedIn.

Frequently Asked Questions

Your Questions Answered

How do I log in?

Enter your email on the login page and we’ll send you a secure magic‑link that logs you in instantly—no passwords required.

Who can edit the financial data?

Only the designated admin can import CSV files, edit records, and configure alerts. Family members have read‑only access to view the dashboard.

What alerts will I receive?

You’ll get email alerts when total expenses exceed your set budget threshold and three‑day reminders before any rent due dates. All alerts are fully customizable.

Is my data safe?

We use industry‑standard encryption at rest and in transit, and all data is stored on secure, GDPR‑compliant servers.

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Send Us a Message

Our support team will respond within 24 hours to help you get the most out of Family Finance Snapshot.

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