- Surface 01 - MyMoney

Every account. Every asset.
Every plan.

Your live UK balance sheet. Property, pensions, ISAs, GIAs, cash, mortgage, life cover, business assets, crypto - and for UK-NRI households, your NRE/NRO, Indian mutual funds, and NPS alongside. Held together as one number, drillable everywhere, every UK rule applied. The whole picture, every week.

- What it holds

What we mean by "every".

MyMoney isn't a prettier version of your bank app. It's the full ledger of your UK financial life - pulled from where you already keep it, organised in the shape your life actually has.

Every category below is held as a first-class object - with history, attribution, and forward projection - not just a balance in a row.

Cash & current accounts

Upload your bank CSV or scan a statement in Phase 1. Open Banking live-connect from Phase 2 (2027 H1) - categorised transactions, no manual updates.

Pensions

Workplace, SIPP, drawdown - value, contributions, allowances, projections.

ISAs & investments

Stocks & shares ISA, GIA, LISA - values, allowances used, performance.

Property

Your home and any BTLs - value, mortgage, equity, yield, gross-to-net rental.

Debts & mortgages

Mortgages, loans, cards - rate, balance, remaining term, end date, refix windows.

Life cover & protection

Term, whole-of-life, critical illness, income protection - what's covered, until when.

Crypto & alternatives

BTC, ETH, gold, collectibles - held in your overall view, not siloed.

Business & private holdings

Shareholdings, EIS/SEIS, private equity - valued and tracked across years.

The macOS principle
Simple on the surface. Deep on tap.
Top layer: one number, one balance sheet, a few clear blocks. Tap any block and the depth opens - historical detail, attribution, what changed and why. The power is there when you want it, hidden when you don't.
Refresh, your way
CSV today. Open Banking from Phase 2.
Phase 1: upload a fresh CSV / scan when you want to refresh - takes 30 seconds. Phase 2 (2027 H1): Open Banking live-connect auto-refreshes every day. Both produce the same picture, the engine doesn't care which arrived.
Edits, not entries
Override anything, anywhere.
See a value that's wrong Edit it inline. Your override propagates to every surface and is remembered until the source catches up.
- Sample MyMoney view

What you see on opening day.

The headline of MyMoney is one number - your net worth - followed by the shape that makes it up. Below: a worked example with placeholder figures showing how the surface reads.

Net worth - live
£1,418,420

+4.2% YoY - last refreshed 7 minutes ago

Property
£820,000
Pensions
£312,400
ISAs & invest.
£186,200
Cash
£48,120
Debt
−£182,300
Other
£234,000
What you tap to drill
Any number.
Property - mortgage detail, yield breakdown, attribution by asset, history. Pensions - contribution history, allowances used, projection at retirement.
Plain English everywhere
"+4.2% YoY"
Translated: "Your net worth is up 4.2% on this date last year - ahead of inflation by 1.8%."
- UK reality

Why MyMoney exists.

The average UK household holds more financial products than they can name, across more providers than they can track, with no single place to see the shape of it all. MyMoney is the place.

Accounts per UK household
8-14

Average number of financial products across as many providers - banks, ISAs, pensions, mortgages, cards, cover.

FCA Financial Lives
UK Open Banking adoption
11M+

UK adults with active Open Banking connections. The rails sonuswealth's Phase 2 will ride on - Phase 1 today uses your CSV / scan uploads.

OBIE - 2025
Lost pensions
£26.6bn

Estimated value of "lost" UK pension pots - workplace pensions people have forgotten about.

PPI - Pensions Policy Institute
UK household wealth
£14tn+

Total UK household wealth, most of it sitting unmodelled across patchwork apps and spreadsheets.

ONS Wealth & Assets Survey
- Worked example

What MyMoney does for a real household.

Hannah, 28, marketing. Three jobs since university. Four workplace pensions scattered across three providers - two of which she couldn't remember the name of. Sonuswealth onboarded her in 14 minutes and surfaced things she didn't know she had.

Hannah - 28 - 4 jobs - 4 pots
Found £4,200 she'd forgotten. Reshaped 30 years.
Before MyMoney
2 of 4
Workplace pensions she could name
After 14-minute onboarding
+£4,200
Forgotten pot - auto-traced via PTS

MyMoney pulled the two pensions Hannah remembered via her own CSV exports, then ran a Pension Tracing Service lookup on her NI number for the rest. Found a third (£4,200) from her gap-year job at a publisher. Modelled consolidation against keeping pots separate, ran LISA-vs-SIPP for a first home, and showed the 30-year picture with and without consolidation. One Saturday morning of paperwork. £4,200 first-time-buyer LISA bonus unlocked.

Surfaces used: MyMoney (canonical) - Cashflow - Decisions See the 30-year picture →

Illustrative composite household. Engine, allowances, and LISA rules current to the 2026/27 UK tax year. Information and guidance only.

“I want to open the app and see — in one glance — what I'm worth and what's changing.”

- the brief, founder, 51

Want to see it

Join the waitlist for early access and a guided MyMoney preview.

v0.4 site