Is this thing making you money or costing you money?
Your car, your house, your investment portfolio, a rental property. You know what you paid. You have a rough sense of what it's worth now. But do you actually know the full picture? The insurance, the maintenance, the tax, the income, the depreciation?
MyCashDash tracks assets across three layers, and gives you a single honest answer: are you up or down?
Three layers. One clear picture.
Layer 1: Valuation timeline
What the thing is worth over time. Starts with a purchase value and can include any number of manual valuation snapshots on arbitrary dates. Optionally, set an anticipated sale date and expected sale value as a forward projection. Between snapshots, the valuation chart interpolates linearly. The anticipated sale appears as a dashed extension to distinguish projection from recorded values.
Adding a new valuation is designed to be frictionless: an inline row with a date field (defaulting to today) and a value field. Enter the number, confirm, done.
Layer 2: Transaction history
Every real cost and every real income associated with the asset, pulled from your actual bank transactions. Mortgage payments, insurance, maintenance, rental income, dividends. Each transaction is a debit or credit on the asset's ledger, just like with parties, categories, and projects.
Layer 3: Net position
A single figure that combines everything. The formula: current valuation, plus total credits, minus total debits, minus purchase value. If positive, it's labelled a net asset (green). If negative, a net liability (red).
Everything about the asset in one place.
Open any asset and the whole picture is on one screen: current valuation and net position at the top, a performance chart tracking value against money in and out, and summary cards for purchase price, total income, total expenditure, and net cash flow. Below that, the full valuation timeline and every transaction tied to the asset, plus any projects that share those transactions.
Assets and projects work together.
If you tag a transaction to both an asset (say, “Holiday Cottage”) and a project (say, “Cottage Renovation”), it appears in both. The overlap is implicit through shared transactions. The asset detail page surfaces which projects share transactions with it, so you can see the full context.
Common questions about Assets
How do assets work?
Each asset has a valuation timeline (purchase price plus manual snapshots over time), a transaction history (all costs and income from your bank accounts), and a net position calculation that tells you whether you're up or down overall.
What types of assets can I track?
Property, vehicles, investments, savings, personal loans, or any custom type. Anything with a value that changes over time and has associated costs or income.
More features
Start making sense of your money.
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