My Wealth help

This help is organised by task. Choose what you want to do from the list below, then follow the commands in order. My Wealth uses the same .mywealth format on desktop and smartphone.

This help reflects the My Wealth 1.7.6 interface. The screenshots use a fictional portfolio to illustrate the application’s commands and views. The ribbon groups commands by role and Checks gathers calculation issues to correct.

1. Discovering My Wealth

• Install and update My Wealth on your device.
• Create my first wealth file: name, main currency, owner, and first account, with an optional holding account.
• Understand the My Wealth philosophy: choose useful information without copying every transaction.
• Understand the differences between desktop and smartphone: available features, saving and switching devices.
• Understand holding structures, holding accounts, owners, assets, and liabilities before entering several investments.
• View examples of wealth organisation to choose a suitable structure.
• Manage owners and ownership shares when several individuals or companies own the wealth holding accounts.

2. Entering my wealth

• Add an account, property or investment and choose the appropriate family.
• Add a loan or debt and associate it with the financed property.
• Correct a currency conversion when a total is partial or a rate equals 0.
• Schedule tracking and enter new values in the Update Centre. On Windows, smart import can also analyse an image, text file or text-based PDF and let you check the proposals before applying them.

3. Understanding or planning

• Read Portfolio overview and Passive Income, find the origin of an amount and examine monthly movements.
• Understand wealth analyses and identify the items behind each result.
• Read the wealth journal and its evolution without confusing recorded values with the current position.
• Create, organise and project goals for value, allocation or passive income.
• Build an account-based budget, track completed occurrences and compare the month's capacity with your goals.

4. Configuring an optional feature

• Refresh prices with My Wealth Live and understand items that were not refreshed.
• Install and authorise the local AI assistant on Windows.
• Connect an external application through MCP and limit its permissions.
• Browse MCP tools by category to see the available reads and changes.

5. Protecting my data or solving a problem

• Save, synchronise and encrypt my file.
• Understand the .mywealth file structure and its contents.
• Diagnose a file, exchange rate, Live or local AI problem.
• Consult frequently asked questions for quick answers to common problems.
• Read the release notes to find the features and improvements in published releases.

You can also browse the online demonstration without changing your own data.