BankBook

BankBook is a free Personal Finance Manager.


FEATURES

One Place to analyze all your finances:
- Multi-Asset: Stocks, ETFs, mutual funds, fixed-income, FX, custom products.
- Flexibility: Organize your financial data any way you like using our flexible and interactive Portfolio Builder.

Balance Sheet:
See all of your financial data in one view. It summarizes your Assets, Liabilities, Income Streams and Payments, and let's you see your overall financial health. For example: do you make more than you spend? Do you owe more than you own?
- Assets: things you own, like a home, a vehicle or a stamp collection.
- Liabilities: debt, like a mortgage or a car loan.
- Income Streams: your salary, or any other source of income.
- Payments: regular payments that you make, like rent, property tax or a credit card bill.

Financial Goals:
Are you saving for a stress-free retirement, a University fund, or a dream vacation. BankBook lets you define your Financial Goals, prioritize them, and quickly know whether or not you are on track to meet them.
- Control: Define the accounts, investments and assets that contribute to achieving each goal.
- Prioritize: Prioritize your goals to ensure the most important ones are reached first.

SECURITY

Keeping your personal and financial data safe is our highest priority. We are certified SOC2 compliant which is the highest standard for data security as defined by the AICPA. Our auditors are BDO.

Encryption:
Your access credentials are encrypted in our database. When you login, all personal and financial data is transmitted to your device using best-of-breed encryption protocols to ensure that your data cannot be compromised or stolen in-flight.

Confidentiality:
Your data is strictly confidential, and we will not share it with anyone. Your privacy is very important to us and we will guard all of your personal information.


Still have questions about BankBook or want to learn more about the features we offer? Please contact us!

Website: www.bankbook.io
Email: info@bankbook.io