Organize the way you think
Create accounts for the financial contexts you manage, then keep the underlying assets grouped in the place where they belong.
Account and asset tracking
Account and asset tracker for personal finance
Track accounts, cards, cash, bank accounts, investments, and balances in one organized personal finance workspace.
Last updated 2026-07-10
Personal finances rarely live in one place. Rinalance helps you organize accounts for different parts of your life, then track the assets inside them: cash, cards, bank accounts, investments, and other balances.
Account and asset tracker for personal finance in Rinalance.
This workflow uses Rinalance to keep finance records, accounts, budgets, subscriptions, charts, and exportable data connected in one place.
Helps with
- Separate accounts by purpose, household, or financial context
- Track cards, cash, bank accounts, investments, and other assets
- Move money with dedicated transfer records
Does not replace
- Bank, brokerage, or lending services
- Tax filing or accounting advice
- Regulated financial guidance
Why it fits
Built for the way people actually track money.
- Separate accounts by purpose, household, or financial context
- Track cards, cash, bank accounts, investments, and other assets
- Move money with dedicated transfer records
- Review balances, trends, and asset-level activity together
Worked example
Separate household money from long-term savings
One account can contain a $3,200 checking asset and $140 cash wallet, while a separate savings account holds an $8,000 emergency fund. Transfers keep movement between them visible.
- Daily account: checking and cash assets
- Savings account: emergency fund asset
- Linked transfer: $250 moved into savings
Track more than bank balances
Rinalance supports everyday assets such as cash, cards, and bank accounts, plus investment assets for stocks, bonds, crypto, and other holdings.
Keep transfers connected
Use transfer records when money moves between assets so balance history, account totals, and transaction activity stay easier to follow.
Limits and tradeoffs
What to know before choosing this workflow.
- The free plan supports 2 accounts and 3 assets per account.
- Balances and transfers are maintained manually; bank connections are not included.
- Investment labels organize holdings but do not provide brokerage execution or advice.
Related features and resources
Give this workflow one clear place to live.
Create a free account, set up one financial context, and start with the balances you already know.