MyFinances365.com
Personal financial organizer

Your trusts, documents, and finances

MyFinances365 brings trust documents, wills, property records, and personal instructions together with your accounts and bills. Keep the documents and the financial details they relate to in one place.

Add your own records and choose whether to share them. The app does not create a legally valid trust or will, connect to your bank, or move money. Try the demo without creating an account.

Request Access Try the Demo

Free. Invite only. No credit card, no bank linking, no ads.

Sample recordsFictional sample
  • Trust
    Revocable living trust
    Saved with estate documents
    PDF
  • File
    Last will and testament
    Saved in Documents
    PDF
  • Account
    Checking account
    Recorded balance
    $4,812
  • Debt
    Car loan
    Recorded amount owed
    $9,340
  • Bill
    Electric bill
    Monthly payment to track
    $118
  • File
    Home insurance policy
    Saved in Documents
    PDF
  • Person
    Life insurance beneficiary
    Person named: Dana
    Noted
A sample of the information you can keep in your account.
Illustration only. These are not real financial records.

What you can use it for

This is a record-keeping tool. It helps you organize information, not manage money on your behalf.

What you can do

  • Organize trusts, wills, deeds, policies, and personal instructions
  • Keep accounts, debts, bills, and income alongside your documents
  • Record beneficiaries, personal instructions, and important contacts
  • Share selected information with people you invite
  • Review summaries based on the records you add

Important limits

  • It does not move money, pay bills, or place investments.
  • It does not connect to your bank or sync balances automatically.
  • It does not provide financial, legal, or tax advice.
  • It does not create a legally valid will or trust.
  • Its summaries depend on the records you add and keep updated.

For you and the people you help

An older couple at home reviewing papers together

Organize your own records

Keep account details, bills, and documents together so you can find and update them.

Share information with family

Give selected people access to the records you want them to see.

Help someone you trust

With their permission, help organize their financial records and important contacts.

You can use the app without sharing anything. If you do share records, you choose who has access.

Find your way around

Start with Home and Money. Explore the other sections when you need them.
  1. 01
    Home

    Your start screen. Shows what needs attention and a quick start when you are new.

  2. 02
    Money

    Track accounts, debts, bills, and income. Explore transactions, budgets, and reports when you need more detail.

  3. 03
    Documents

    Keep trusts, wills, deeds, policies, and personal instructions together. Find files by name or related account.

  4. 04
    Estate and papers

    Optional. Beneficiaries, insurance, and a living plan, organized. Drafts are clearly marked not legally binding.

  5. 05
    Sharing

    Optional. Invite a spouse, adult child, or helper and choose exactly what they can see.

How to get started

Explore the demo with fictional records first. When you are ready to add your own information, request access. Once invited, sign in and start with one account, bill, or document.

The optional Guide explains each section without changing your records. You can hide it and reopen it at any time.
  1. About 2 min

    Take the short guide

    It opens on your first visit and shows where things are. It changes nothing, and you can hide it.

  2. About 5 min

    Add one account

    Enter an account name, its latest known balance, and the date of that balance.

  3. About 5 min

    Add one bill or income

    Rent, a utility, a paycheck, or a pension. Something that repeats.

  4. About 5 min

    File one document

    A policy or statement you already have. If you use AI capture, you review every suggestion before saving.

Demo

Look around with a pretend household.

No sign in. Four fictional households, from blank to busy. Everything resets when you close the tab and nothing is saved to an account.

Choose a demo
Your own account

Add your own records

Your account starts empty and is separate from the demo. Sign in to save your own information. The app is free to use, with access currently by invitation.

Request access

Common questions

AI is optional and can be wrong

If you choose to capture a file, that file is sent to our AI processor to suggest entries. You review and confirm every suggestion before anything is saved. Enabled automatic insights can run when you open the app or save a capture.

Estate pages organize, they do not decide

You can note beneficiaries, wishes, and contacts, and view draft templates. None of this creates a legally valid will, trust, or designation. Use a qualified professional for that.

Sharing only happens if you invite

Your record is private to your sign in. If you invite someone, you choose what they see, and you can change or remove access later.

Figures are only as current as what you enter. The app does not track everything automatically and does not provide financial, legal, or tax advice.

Privacy, policies, and support

You choose what to record. We do not sell your information or share it for advertising. If that changes, we will say so plainly.

Terms of Service
The agreement that governs your use of the Service. You enter your own data. AI proposes drafts that you review. Nothing here is financial, legal, or tax advice.
Privacy Policy
What we collect, why we collect it, where it lives, and your rights. No selling, no sharing for ads, no third-party trackers.
Cookie Notice
Only the cookies needed to keep you signed in, plus a few in-app preferences. No marketing pixels, no analytics resellers.
California Notice
CCPA and CPRA disclosures, Shine the Light, California minors, and the Financial Information Privacy Act. How to exercise your rights.
Security
Encryption in transit and at rest, Clerk authentication, per-user isolation, document-vault controls, and AI data minimization, in plain language.
AI Disclosure
Every AI feature in one place. What it sends, what it never sends, when analysis is stored, and how to manage automatic AI features.
Acceptable Use
The short list of things you must not do with the Service. Includes our responsible-disclosure address for security researchers.
Legal FAQ
The questions we hear most. Banks and brokers, AI accuracy, security, deletion, jurisdiction, and more.
Help Center
Search practical answers about getting started, managing records, using the vault, sharing, and AI features.

Start with one thing.

Look at the demo, or request access and add a single account. You can always add more later, and you never have to fill in everything.

Request Access Try the Demo
Invite only. Free to use.

Keep trusts, documents, and finances together

Organize trust documents, wills, instructions, accounts, and bills. Explore the sample trust in the Established family demo, or start with your own records.

Request Access See the Demo First

No credit card. No bank linking. No ads. Ever.