Vaultix

Your Personal Finance Assistant

Overview

Take control of your finances with smart insights

Vaultix brings your accounts, budgets, investments, and cards into a single, intuitive dashboard so you can make confident decisions in minutes instead of hours.

Built for tech-savvy families that want clarity without the spreadsheets.

Household Balance

Live snapshot across cash, investments, and cards

Live

Total balance

USD 0

+8.4% this month

Investments

USD 0

5.2%

Income

USD 0

On track

Expenses

USD 0

62% budget

Income+$0
Expenses-$0
No spending data yet

Recent Activity

Track how money moves across all accounts

No transactions yet. New activity will appear here.

Savings Goals

Stay on track with visual goal progress

Create your first goal to start tracking savings.

Transactions

Filter and explore your recent income and expenses

This month
No transactions match your filters. Adjust the filters to see more.

Budgets

Keep monthly spending aligned with your financial plan

Category Budgets

Tweak limits as life changes

You have no budgets yet. Create categories that match how your household spends.

Add a budget

Give every category a job before the month begins

Investments

Understand where your portfolio is concentrated

Asset allocation

Balance growth, safety, and liquidity

Link an investment account to see your allocation.

Holdings

Live price changes by symbol

Add holdings to see day-to-day market movement.

Cards

See balances, limits, and rewards in one place

Link your debit and credit cards to see balances and spending summaries.

Settings

Tune Vaultix to match your preferences and security needs

Profile

Update how Vaultix greets and reports to you

Security

Keep accounts locked down without friction

Two-factor authentication

Add an extra layer of protection when signing in.

Login alerts

Be notified whenever a new device signs in.

Notifications

Only get alerts that are actually helpful

Product updates

Release notes, new features, and tips.

Budget alerts

Nudge when a category is at risk of overspending.

Large transaction alerts

Quickly confirm transfers and big purchases.

Privacy-first: Vaultix processes insights locally in your browser demo.
Audit-ready exports in one click.