Why Know Your Dosh

What’s in it for your family?

Know Your Dosh brings your family’s accounts, assets, budgets and bills into one secure dashboard, so everyone who needs to see the full picture can. No more piecing it together from five different logins and a mental note of what’s due when.

Clarity

Total financial clarity

All your assets, liabilities and renewals in one place, a real-time net worth in your preferred currency, with live rates for accounts held abroad. No more mental arithmetic across five apps.

Resilience

Prepared for any emergency

If the unexpected happens, the people you trust can find everything, accounts, policies, renewals, without hunting through drawers. Peace of mind for you; a map for them.

Never miss

Renewals and payments, remembered

Insurance renewals, subscriptions, the MOT, Know Your Dosh reminds the right person at the right time, so nothing critical slips through the household cracks.

Together

Stronger money conversations

Shared, role-based access means everyone sees what they should, and family money talks happen around real numbers instead of guesses. Less friction, better decisions.

It adds up, in money and hours

Spot the duplicates

Two streaming plans, forgotten gym memberships, overlapping insurance, visible the day you connect your accounts.

No more spreadsheet Sundays

No more blocking out an evening to reconcile three bank apps and a half-finished spreadsheet before you can actually relax.

Smarter investing decisions

Seeing your full net worth in one place makes it obvious when you’re sitting on too much cash, or too exposed to a single account.

Tax time, already organised

Your income, property and expenses are already in one place, so pulling together what your accountant needs takes minutes.

woman with headphones on and brush in hand looking happy

Families managing over £200M in assets across 100+ countries already trust us with the numbers that matter most to them.

FCA regulated

Registered with the Financial Conduct Authority, so your family’s data is handled to UK banking standards.

Bank-level encryption

AES-256 and 256-bit SSL encryption plus two-factor authentication protect everything you add.

Read-only access

We never store your bank credentials and can never move your money. Your data, your eyes only.

Frequently asked questions

You stop guessing. Instead of checking five accounts and hoping nothing’s been missed, you get one accurate view of what the household owns, owes and spends.

Know Your Dosh is FCA regulated and uses bank-level encryption, with read-only access to your accounts through Open Banking. Permission controls also let you decide exactly what each family member can see.

Yes. Permission controls mean you decide who sees what, so a partner might see the full household picture while a teenager sees only their own budget.

See your family’s full picture this week.

Free to start. No card needed.