Your financial position
Welcome to your family plan
A consolidated view of your household finances, assumptions and goals.
WattleFolio — Financial planning software for Australian households.
See your budget, property, debt, investments and future goals in one place.
WattleFolio is a private, self-directed workspace for organising household finances, exploring your own scenarios and keeping long-term goals visible.
✓ Interactive product preview✓ Fictional household data✓ No account needed
Self-directed budgeting and planning software. Not personal financial advice.
YOUR PLANFamily financial picture
Demo data
Financial positionIllustrative 5-year scenario
Preview uses fictional figures. Open the interactive demo to explore the full planner.
One viewBudget, assets, debt and goals together
Private by designHousehold-isolated cloud workspace
Your assumptionsExplore scenarios without recommendations
Built for AustraliaAustralian household and property planning context
Your financial picture
More than a budget spreadsheet.
Bring the parts of your household finances that normally live across separate spreadsheets, apps and statements into one organised planner.
Household budget
Track income and expenses in their natural weekly, fortnightly, monthly or annual cycles.
Property & debt
Keep property values, rent, expenses, mortgages, equity loans and offsets together.
Investments
Record shares and ETFs, recurring contribution assumptions and long-term growth scenarios.
Future goals
Explore user-selected home-purchase, property-sale and cash-flow scenarios using your assumptions.
Property records
Import supported property-manager statements for review before anything is added to your records.
Private exports
Download a restorable JSON backup or an Excel workbook for your own records and review.
How it works
Set up once. Keep the picture current.
Open the public demo
Start instantly with a fictional household. No account, payment or personal information is required.
Build your picture
A guided, skippable onboarding flow helps you add income, budget, property, debt, investments and goals.
Explore your scenarios
Change your own assumptions and compare projected outcomes. WattleFolio does not choose an option for you.
Explore the complete workflow
Move through the planner using sample information. Demo changes are temporary and disappear when you leave.
Customer release
WattleFolio is coming soon.
Explore the interactive demo while we finish the customer launch setup.
Demonstration available now
Coming soon
The complete customer workspace is being prepared. The public demo uses fictional information and does not require an account.
- Budget and planning workspace preview
- Property, loan and offset modelling
- Investments and future-goal scenarios
- Sample household dashboard
- Temporary, fictional demo changes
Customer release coming soon
Availability and final customer terms will be published before launch.
Guided onboarding
You do not need to fill everything in on day one.
Start with what you know. Every onboarding step is skippable and can be completed later inside the planner.
HouseholdIncomeBudgetPropertiesDebt & offsetsInvestmentsFuture goal
Private household data deserves strong controls
Security is part of the product, not an afterthought.
The planned customer release is designed to use verified accounts, mandatory multi-factor authentication, household-level database isolation and session protections before financial information is opened.
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MFA requiredAn authenticator code protects access to household data.
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Household isolatedRow-level controls limit access to members of the same household.
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Review before savingImported property statements remain pending until you approve them.
Questions
About the demonstration.
Does WattleFolio provide financial advice?
No. WattleFolio is self-directed budgeting, record-keeping and scenario-modelling software. It does not recommend financial products or tell you what financial action to take.
What does the public demo include?
It includes a fictional household workspace so you can explore WattleFolio without creating an account.
When will customer access be available?
Customer release is coming soon. Availability and final customer terms will be published before launch.
Do I have to finish onboarding immediately?
No. Every setup step can be skipped. You can add or change information later from the relevant planner workspace.
What happens to imported statements?
Supported PDFs are parsed for review. A statement does not enter your property records until you approve it, and possible duplicate amounts are highlighted for review.
Can I export my information?
Yes. Full access includes JSON backup and Excel export options. Exported files are private downloads and should be stored securely.
One household. One financial picture.
Start with your numbers, your assumptions and your goals.
Explore the interactive demo now. Customer access is coming soon.