Dashwell: Your Money Assistant

Now on Mac, iPad & iPhone. No subscription — paid up front. Apple Wallet Bank Sync on iPhone. Portfolio & budgets. Compare apps on our site.

Dashwell is the private money workspace for people who export CSVs and want one clear place for spending, budgets, and investments — without creating another account. Available on Mac, iPad, and iPhone.

Track spending and budgets, import Apple Savings, Card & Cash on iPhone, review holdings after a broker export, and turn spreadsheets into dashboards. Data stays on your device; no login required. It brings together what DashCSV and Dashwell Portfolio did separately. Already use either? Your data comes with you — automatically on Mac, by opening your saved file on iPad and iPhone.

Compare apps: https://dashwellsolutions.com/compare

WHY PEOPLE SWITCH • One app instead of a separate budget tool and portfolio tracker • Optional iCloud sync — same data everywhere; customize each dashboard per device (layouts stay local by design) • Import the broker and bank files you already download • Optional Apple Wallet Bank Sync on iPhone to cut Apple Card re-exports • Paid up front — features included; tip jar optional

FOUR MODES, ONE APP • Portfolio — look-here-first overview across modes • Stocks — holdings, positions, options, dividends, earnings • Banking — checkbook-style register, categories, and budgets • Custom — CSV or Excel into its own dashboard

APPLE WALLET BANK SYNC (iPhone) On iPhone, Bank Sync brings Apple Card, Apple Cash, and Apple Savings activity into Banking via Apple's on-device FinanceKit. Categorized on your iPhone; Dashwell does not receive that data on our servers. Rows reach other devices only with optional iCloud sync. On Mac and iPad, import a card or bank CSV; Apple Card exports are auto-detected.

PORTFOLIO AND STOCKS For people who download positions from their broker: • Import from Fidelity, Schwab, and generic broker CSVs • Drag-and-drop widgets — summary, movers, allocation, dividends, earnings, options expiring • Multi-account — Taxable, IRA, Roth, 401(k), HSA, 529 • Tax-lot cost basis (FIFO or weighted average) with per-lot day change • Options tracking with normalized symbols • Historical prices for day-over-day change views Every widget shows its data source: import, API, or cache. Dashwell displays your data; it does not buy, sell, or advise.

BANKING AND BUDGETS • Register per account — cards, checking, savings, cash, loans • Categorization with rules you control • Monthly and annual budgets with budget-vs-actual and early-warning • Spending trends and purchase-impact projections

CUSTOM DASHBOARDS Turn CSV or Excel into a dashboard — inventory, rentals, collections, trackers. Included; no extra unlock.

FROM DASHCSV OR DASHWELL PORTFOLIO On Mac, portfolio, Custom Modes, and API keys copy over automatically on first launch. On iPad and iPhone, open your saved portfolio file (AirDrop, Files, or Import). Manual: File → Import (Mac) or More → Import (iPad/iPhone) → Import from DashCSV or Dashwell Portfolio.

OPTIONAL MARKET DATA Bring your own key (Alpha Vantage, Tiingo, FMP, Massive free tiers) to enrich Stocks and Portfolio. Keys stay in Keychain — not on our servers. Free tiers use delayed data. Works offline without a key.

PRIVATE BY DESIGN • Local database — no Dashwell cloud account required • Apple Wallet capture (iPhone) is FinanceKit on-device • No analytics SDK, no advertising tracking, no required login • Optional iCloud sync (off by default) — data across devices; widgets per screen by design (API keys stay per device) • Optional password protection for exported files

OPTIONAL TIPS Paid up front with features included. Tip-jar purchases unlock nothing.

Dashwell helps you organize and analyze your own money data. It is not investment, tax, or financial advice, and it is not a bank or brokerage. Always verify imported figures against your official statements.

Use of this app is subject to the Terms of Use at app website.

Requires iOS/iPadOS 17.0+ and macOS 15.6+. Apple Wallet Bank Sync is iPhone-only (iOS 17.4+ US; iOS 18.4+ UK). Banking works everywhere via CSV import.