Dashwell

Your Money Assistant

Apple Pay and Wallet tracking on iPhone

for Mac, iPad & iPhone

Features

Dashwell brings together everything our apps have offered separately — portfolio tracking, banking, and custom CSV dashboards — in one app for every Apple device.

💳 Apple Pay & Wallet Tracking on iPhone

Connect Bank Sync on iPhone to automatically capture Apple Card, Apple Cash, and Savings with Apple activity into Banking mode — using Apple’s on-device FinanceKit framework, so nothing leaves your device during capture.

☁️ iCloud Sync Across Your Devices

Turn on optional iCloud sync to keep Portfolio, Stocks, Banking, and Custom data aligned across Mac, iPad, and iPhone — off by default, with a single sync status pill and one-tap Sync All.

📊 Portfolio & Stocks

Import broker CSVs, track tax lots and options, and monitor dividends and earnings — the same tools that power Dashwell Portfolio Creator and DashCSV.

🏦 Banking & Budgets

A checkbook-style register per account, categorization, and monthly/annual budgets — import any bank or card statement CSV, with Apple Card exports auto-detected.

🎨 Custom Dashboards

Turn any CSV or Excel file into its own dashboard — inventories, collections, project trackers, and more — included at no extra cost.

🔒 Local-First, Private by Default

All data stored locally on your device. Apple Wallet capture happens entirely on-device via FinanceKit — Dashwell never sees or transmits it.

Already use Dashwell Portfolio Creator or DashCSV? Your database and API keys will copy over automatically on first launch.

Legal & Support

Need help or have questions? We’re here for you.

Support

User Guide

or email info@dashwellsolutions.com

Dashwell Solutions is a trade name of Dashwell LLC, a Virginia limited liability company.