Know Your Dosh

Easily manage, track, and protect your family's finances

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Keeping track of your family's financial health can feel like juggling too many accounts, assets, and deadlines.

Without an organized system, it's easy to lose sight of wealth and future planning.

Know Your Dosh simplifies wealth management, helping families consolidate, monitor, and protect their financial assets in one intuitive platform.

TL;DR

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Organize and track all your financial assets in one place
Secure and reclaim hidden wealth for long-term financial stability

At-a-glance

Overview

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Track and manage all your financial assets in one secure platform.

All your finances in one place

Manage and track your assets, liabilities, and investments effortlessly.

  • Consolidate financial accounts, property, pensions, and more
  • Monitor net worth changes with real-time analytics
  • Stay organized with automated renewal and expense tracking
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Identify and recover unclaimed wealth to maximize your financial security.

Never lose track of hidden wealth

Identify and reclaim unaccounted assets before they’re forgotten.

  • Uncover dormant assets and missing financial records
  • Reclaim wealth across banks, pensions, and investment accounts
  • Secure your financial legacy for future generations
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Collaborate with family members to ensure financial transparency and planning.

Family-focused financial management

Keep your household finances aligned with shared access and insights.

  • Collaborate with family members to manage assets together
  • Assign roles and permissions for better financial oversight
  • Plan smarter with visualized spending and income trends
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Visualize spending, income, and assets for smarter decision-making.

Financial security starts with organization.

Know Your Dosh helps families take control of their wealth, ensuring nothing is lost, forgotten, or mismanaged.

Start managing your finances with confidence today!

From the founders

Hey, awesome Sumo-lings! 👋

I'm Varun Aggarwal, founder of Know Your Dosh! 🚀

A little backstory - I started KYD after witnessing first-hand how difficult it can be to manage family finances, especially when financial information isn't easily accessible. After my father passed away when I was just 14, my family struggled to get a clear picture of our financial situation. That experience stayed with me and inspired me to create Know Your Dosh, a platform that makes personal and family financial management effortless, transparent, and stress-free.

💡 What is Know Your Dosh?

Know Your Dosh helps you track all your assets, liabilities, and investments in one place, giving you a real-time snapshot of your net worth. Whether it’s bank accounts, pensions, properties, stocks, or even start-up investments, KYD makes it easy to stay on top of your finances and make informed decisions.

With our FCA-regulated platform, you get bank-level security while managing everything in one dashboard. Think of us as your personal CFO - simplifying financial tracking so you can focus on what truly matters.

🔥 What You Get with This Deal 🔥

🔹 All-in-One Financial Dashboard: Get a real-time view of your net worth, assets, and liabilities.

🔹 Secure Open Banking Sync: Automatically update balances across your accounts.

🔹 Asset & Investment Tracking: Monitor property, stocks, pensions, and even start-up investments.

🔹 Family Sharing: Give loved ones controlled access so everyone stays on the same page.

🔹 Automated Reports & Trends: Gain deep insights into your spending, savings, and investments over time.

🔹 GDPR & Bank-Level Security: Your financial data stays private and protected.


👀 FAQs You Might Be Wondering About...

✅ Who is Know Your Dosh for?

Perfect for individuals, families, investors, and business owners who want to easily track their wealth and liabilities without the hassle of multiple spreadsheets and apps.


✅ Does Know Your Dosh replace financial advisors?

Not exactly! KYD gives you powerful insights into your finances so you can make better-informed decisions but it also works alongside financial advisors to give you better control over your money.


✅ Is my financial data secure?

Absolutely! KYD is FCA-regulated and follows strict security protocols, including bank-level encryption. Your data is never shared or sold - we prioritize privacy and trust.


📩 Need support? Reach out to us at support@knowyourdosh.com - we’d love to hear from you!


We’re incredibly excited to welcome the Sumo-ling community to Know Your Dosh, and we can’t wait for you to experience financial clarity like never before. Let’s revolutionize personal finance together! 🚀


Cheers,

Varun Aggarwal

Founder, Know Your Dosh

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