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Everything below is set up for you by your own senior advisor.
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Ever feel your money disappears before the month is over? You are not alone. The True Wealth Tracker puts your income, spending and savings in one dashboard, so you see what comes in, what goes out and what is left.
Sign up at tracker.truewealth.ie. It takes a few minutes, with no spreadsheet to build.
Upload a PDF or CSV bank statement, or type your income and expenses in by hand.
Salary, rent or mortgage, phone and internet, loans and subscriptions carry over each month.
Every euro grouped into categories, with what is left over at the end of the month in plain view.
The Tracker turns your statements into a plain-English view of your income and outgoings. Once spending is grouped into categories, the surprises become something you can plan around: the bill that went up, the subscription you forgot, the month that always runs short.
When you want help with what the numbers mean, book a personal call with a senior advisor. They look at your spending beside your pension, protection and savings, show you what the money left over each month could do for you, and build a plan around the life you want. Every True Wealth client is paired with a senior financial advisor, so you deal with the same person each time.
Set up your Tracker in minutes and see exactly where your money goes, month after month. Already have one? Log in to pick up where you left off.