Presentation stage · 2026
Your money, your life

Your balance tells
one part.
See the whole
story.

What has already gone. What is still ahead. What you want to achieve. Connect those decisions in one place.

See it in practice ↓How to start
For your finances, your family and your business.
My personal space•••
A view of your monthIllustrative example
PROJECTED BALANCE AT MONTH ENDR$ 8.450,00Considering expected income and expenses.
To receiveR$ 6.500,00
To payR$ 4.250,00
Where does my money go?
Home42%
Personal life27%
Leisure16%
Other15%
Clarity to decide.Accounts and cards →Planning and reserves →Spaces and responsibilities →
Life does not fit into a category

Money has context.
Your control should too.

A trip, family life or a growing business. Every story deserves its own space.

Plan to live

Can you travel without losing control of the month?

Set aside a travel reserve, track project expenses and see the commitments still ahead. Your account balance gains meaning.

Explore what connects this story →
In practice · illustrative example
Travel reserveR$ 25.000,00
Expenses already linkedR$ 7.000,00
Still reservedR$ 18.000,00

Illustrative stories and values. Dashboard adapted for this presentation.

Less guessing. More direction.

It is not just recording.
It is understanding the next step.

01 / ORGANIZE

One view of your accounts

Track accounts, cards and transactions. Import statements and review the data before adding it to your control.

02 / ANTICIPATE

The month before it happens

Recurring income, expenses and transfers feed your planning. See what needs your attention on the calendar.

03 / PROTECT

Money with a purpose

Organize reserves in subaccounts and track projects and goals. Know what has been spent and what remains reserved.

04 / INVESTIGATE

From chart to transaction

Open a dashboard category, follow its evolution and review the data behind each amount.

05 / SHARE

Each space, its rules

Keep personal finances separate. In shared spaces, define who can view, add or manage.

06 / TRACK

Visible accountability

Attach receipts to transactions and follow activity history. Understand who did what in each space.

A start that fits you

You do not need to organize
your whole life on day one.

The welcome journey helps you build a structure that makes sense for your reality.

1

Tell us a little about yourself

Work, business, studies, family or pets. Choose what is part of your life to create your categories.

2

Bring your starting point

Add your accounts and review your statements. Check the content before confirming the initial import.

3

Start looking ahead

Organize commitments and reserves. Return to planning whenever a decision changes the path.

Trust begins with clarity

What exists today.
What is still ahead.

PersonalMoney is in its presentation stage. That is why we state precisely what is already part of the experience and what remains on the path ahead.

Today

You review before adding

The starting point is statement-file import and manual transaction entry, always reviewed before loading.

Clear boundaries

PM does not move your money

Reserves organize purposes within your control. The product does not invest funds or make banking transactions on its own.

Evolution

No disguised promises

Open Finance, a mobile app, integrated intelligence and investments are on the evolution path — they are not available features yet.

All values, stories and dashboards in this presentation are illustrative.

With transparency

Before you begin,
it is worth knowing.

Does PM connect automatically to my bank?

Today, the starting point is statement-file import and manual transaction entry. Open Finance integration is on the evolution roadmap.

Can I organize a business too?

Yes. Keep separate spaces for personal and business finances. Business spaces also include management trial balances and balance sheets.

Is a reserve an investment?

In PM, a reserve organizes the purpose of part of your money. It does not invest funds or move money in your bank on its own.

Is there already a mobile app and AI assistant?

The current product is accessed through the browser. A mobile app, integrated intelligence and a dedicated investment module are on the evolution path and are not yet available features.

How does the subscription work?

PersonalMoney is in its presentation stage. Commercial plans and online subscriptions will be announced here when available.

Contact

Let us talk.

Tell us briefly what you would like to organize or understand better. Your message will be sent securely to our team; no data is stored on this website.

[email protected]

Do not send passwords, full card numbers, statements or banking data.

PersonalMoney

More clarity about money.
More room for life.

Explore the possibilities before taking the next step.

Explore the demonstration ↑Contact Personal Money ↗