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Wizard Wealth
Private Finance Command Center

Budget like a wizard. See the whole spellbook.

Wizard Wealth combines budget planning, lifetime CSV history, read-only bank sync, net worth, crypto, recurring bills, and AI review into one private dashboard for the people you choose.

Connect bank after login
Server-side Claude keySeparate Tyler + Jay workspacesRead-only bank dataCSV undo/audit ready
Budget + Actuals

Plan the month, then compare it to real bank spending by category.

Bank History

Use SimpleFIN for automatic recent transactions and CSV for older lifetime history.

Wealth View

Accounts, debts, crypto, and net worth trend in one private dashboard.

AI Assistant

Ask grounded questions about your real numbers without putting the API key in the browser.