My CFO

Your personal ledger, instrumented. Connect your Supabase database to begin.

Supabase Project URL Supabase Anon Key

Supabase setup guide

1. supabase.com → New project
2. Copy URL + anon key from Settings → API
3. Run the setup SQL in SQL Editor
4. Paste above

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Health score

0100

Savings rate—

Net worth—

Cash flow this month—

Income

£0

Spent

£0

Invested

£0

Optional spend

£0

Investments

Add accounts in Setup

Goals

Add goals in the Goals tab

Add transaction

Description

Amount (£)

Transactions

0 entries

No transactions yet

Spending by category

Add goal

Goal name

Target amount (£)

Current savings (£)

Target date

6-month forecast

Projected net worth

AI financial advisor

Profile

Monthly income (£)

Monthly savings target (£)

Monthly budget (£)

Currency symbol

Investment accounts

Account name

Current balance (£)

Type

Monthly contribution (£)

AI settings

Required for the AI advisor. Get a free key at console.anthropic.com → API Keys.

Anthropic API key (Claude)

For Gemini, get a free key at aistudio.google.com/apikey.

Google Gemini API key

Export data

Download everything as Excel or CSV.

Database connection

Connected to: —

My CFO

Your numbers

Ready.

Investments

Goals

Add transaction

Transactions

Spending by category

Spending by category

Add goal

6-month forecast

Projected net worth

AI financial advisor

Profile

Investment accounts

AI settings

Export data

Database connection

Danger zone

My CFO

Your numbers

Ready.

Investments

Goals

Add transaction

Transactions

Spending by category

Spending by category

Add goal

6-month forecast

Projected net worth

AI financial advisor

Profile

Investment accounts

AI settings

Export data

Database connection

Danger zone

Delete transaction?