One connected picture
Bring cash flow, commitments, goals, and investments together without blending personal and business assets.
YOUR FINANCIAL LIFE, IN CONTEXT
See what you have, what is coming in, and what needs attention.
TrackBoss brings personal finances, business cash flow, goals, and investments into one organized view — while keeping each workspace separate.
A closed pilot for people who manage personal finances, a business, and investments
Clarity before complexity
A financial routine you can actually follow.
Your data, with context
Record entries manually or import CSV and OFX files; keep origin and reference dates visible.
Decisions stay yours
TrackBoss organizes information and shows scenarios. It does not recommend investments or act on your behalf.
What the pilot focuses on
Start with the financial information that needs a home.
Cash flow and categories
Keep income, expenses, due dates, and monthly budgets organized.
Goals with a plan
Follow a trip, reserve, purchase, or income goal with a target and date.
Investments in perspective
Record positions, contributions, and proceeds alongside the rest of your financial life.
Personal and business workspaces
Keep PF and PJ separate, then consolidate only authorized information.
Built around real routines
TrackBoss adapts to the way your finances already move.
Personal finances
Plan your month and understand how each choice affects your goals.
Personal plus business
Keep personal and company cash flow distinct while seeing both obligations.
People who invest
Place positions and proceeds in the context of budget, goals, and planned cash flow.
Pilot plans
Choose the scope that fits your financial routine.
Monthly billingAnnual billing · pay for 10 months
Essential PF
For organizing your personal financial life.
R$19.90 per month
- Budget and goals
- Manual, CSV, and OFX imports
- Personal workspace
Complete PF
For a fuller view of personal finances and investments.
R$29.90 per month
- Everything in Essential
- Portfolios and projections
- One consented connection when available
Business + Investments
For those who manage personal finances, a business, and investments.
R$49.90 per month
- Personal and one business workspace
- Business contracts and forecasts
- Basic permissions
FAQ
Questions
Is TrackBoss financial advice?
No. TrackBoss organizes information and presents scenarios. It does not recommend, buy, sell, or manage investments for you.
Do I need to connect my bank?
No. The pilot starts with manual entries and CSV or OFX imports. Bank connectivity is offered only when available and consented to.
Will personal and business finances be mixed?
No. Workspaces are separate; any consolidated view is deliberate and limited to authorized access.
Make your financial information easier to understand.
Start with the routine you have today and build a clearer view of what comes next.
Join the pilot