Hello, why would you count 1 stock = 1 asset? That seems quite a limitation that effectively means every LTD holder would have to now upgrade to some higher plan that you will charge monthly for...
Please help me understand as I am holding off on buying because of this issue.
Founder Team
VarunAggarwal_KnowYourDosh
Aug 13, 2025
A: Totally fair question and thanks for raising it 🙌
Why 1 holding = 1 asset? Each connected holding (stock/ETF/crypto) has a real ongoing cost to keep it in sync (third-party connectivity + processing + storage).
Counting per holding keeps things accurate (so your portfolio and analytics stay correct) and lets us run the LTD sustainably for everyone.
Q: Does it connect with Indian bank, European and Middle Eastern bank accounts and respective stock accounts etc?
Hello Varun, please confirm: - Connects India, Europe and Middle East bank accounts in a single KYD account? Meaning, can I see all different bank account details family member wise across countries? - Similarly, can it connect with multiple mutual fund accounts, demat & broker accounts like Zerodha etc? - How much is the platform India centric to track different things like PF, PPF, investment...
Founder Team
VarunAggarwal_KnowYourDosh
Aug 12, 2025
A: Thanks for the thoughtful questions, here’s a straight, no-fluff rundown:
1) India / Europe / Middle East connections Europe: Yes, you can connect many European banks and institutions directly. India & Middle East: Not yet for automatic connections. You can add accounts manually (we’re fully multi-currency), and we’ll add direct connections when reliable rails are available.
Thank you and appreciate you taking the time to reply.
When you say, add manually - do you mean manually typing it or can I upload an XML/ Excel file?
Just for your reference, there are apps such as INDMoney, for example, that do track 'total networth' automatically in the Indian market + US market. However, I don't like the fact that they are also a trading/ investment app.
Most of the website pages are missing (28th of July, 2025), for example: https://www.knowyourdosh.com/features/renewals
Would want to read more but can't. Let me know once you've fixed it.
Founder Team
VarunAggarwal_KnowYourDosh
Jul 29, 2025
A: We are sorry about that and thanks for letting us know about the missing pages. Our team jumped on it right away, and everything should now be back up and running smoothly.
You can now revisit any section, including the Renewals page here: https://www.knowyourdosh.com/features/renewals
We appreciate you flagging the issue. If you encounter anything else or have questions, please don’t...
Q: Sounds just waht I am looking for however based on a previous answer it appears too small?
I have 45 stocks and 35 crypto assets, no property yet so tracking 80 assets won't fit into the program?
Founder Team
101961543506267237413
Jul 21, 2025
A: We do have an unlimited tier within the platform but this is not within the lifetime deal offer at AppSumo, we do hope you will still try the platform out.
Q: Why assets limits so low?
Hello, why would you count 1 stock = 1 asset?
That seems quite a limitation that effectively means every LTD holder would have to now upgrade to some higher plan that you will charge monthly for...
Please help me understand as I am holding off on buying because of this issue.
VarunAggarwal_KnowYourDosh
Aug 13, 2025A: Totally fair question and thanks for raising it 🙌
Why 1 holding = 1 asset?
Each connected holding (stock/ETF/crypto) has a real ongoing cost to keep it in sync (third-party connectivity + processing + storage).
Counting per holding keeps things accurate (so your portfolio and analytics stay correct) and lets us run the LTD sustainably for everyone.
Are we trying to force upgrades?
No. This...
Share Know Your Dosh
Q: Does it connect with Indian bank, European and Middle Eastern bank accounts and respective stock accounts etc?
Hello Varun, please confirm:
- Connects India, Europe and Middle East bank accounts in a single KYD account? Meaning, can I see all different bank account details family member wise across countries?
- Similarly, can it connect with multiple mutual fund accounts, demat & broker accounts like Zerodha etc?
- How much is the platform India centric to track different things like PF, PPF, investment...
VarunAggarwal_KnowYourDosh
Aug 12, 2025A: Thanks for the thoughtful questions, here’s a straight, no-fluff rundown:
1) India / Europe / Middle East connections
Europe: Yes, you can connect many European banks and institutions directly.
India & Middle East: Not yet for automatic connections. You can add accounts manually (we’re fully multi-currency), and we’ll add direct connections when reliable rails are available.
2) One KYD...
Share Know Your Dosh
Thank you and appreciate you taking the time to reply.
When you say, add manually - do you mean manually typing it or can I upload an XML/ Excel file?
Just for your reference, there are apps such as INDMoney, for example, that do track 'total networth' automatically in the Indian market + US market. However, I don't like the fact that they are also a trading/ investment app.
Just for safety reasons, I want to separate "Tracking of family wealth" and "Investing" apps.
My ideal scenario (right now), 70% India + 20% US + 10% UAE & EU. Have about 40 stocks + ETFs across markets.
Q: Agency Plan?
Do you have an agency plan? With unlimited users and unlimited asset/liabilities?
VarunAggarwal_KnowYourDosh
Aug 7, 2025A: Yes, we do. Please reach out to support@knowyourdosh.com and we can schedule a meeting to discuss the same.
Share Know Your Dosh
Q: Website is broken – are you still operational?
Most of the website pages are missing (28th of July, 2025), for example: https://www.knowyourdosh.com/features/renewals
Would want to read more but can't. Let me know once you've fixed it.
VarunAggarwal_KnowYourDosh
Jul 29, 2025A: We are sorry about that and thanks for letting us know about the missing pages. Our team jumped on it right away, and everything should now be back up and running smoothly.
You can now revisit any section, including the Renewals page here:
https://www.knowyourdosh.com/features/renewals
We appreciate you flagging the issue. If you encounter anything else or have questions, please don’t...
Share Know Your Dosh
Q: Sounds just waht I am looking for however based on a previous answer it appears too small?
I have 45 stocks and 35 crypto assets, no property yet so tracking 80 assets won't fit into the program?
101961543506267237413
Jul 21, 2025A: We do have an unlimited tier within the platform but this is not within the lifetime deal offer at AppSumo, we do hope you will still try the platform out.
Share Know Your Dosh