Your Money Assistant
Apple Pay and Wallet tracking on iPhone
synced across Mac, iPad & iPhone with iCloud
Dashwell brings together everything our apps have offered separately — portfolio tracking, banking, and custom CSV dashboards — in one app for every Apple device.
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.
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. Each device can arrange its own widgets: a wide Mac overview and a compact iPhone glance from the same data.
Import broker CSVs, track tax lots and options, and monitor dividends and earnings — the same tools that power Dashwell Portfolio Creator and DashCSV.
A checkbook-style register per account, categorization, and monthly/annual budgets — import any bank or card statement CSV, with Apple Card exports auto-detected.
Turn any CSV or Excel file into its own dashboard — inventories, collections, project trackers, and more — included at no extra cost.
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? On Mac, portfolio, Custom Modes, and API keys copy over automatically on first launch. On iPad and iPhone, open your saved .findash or .dashcsv file (AirDrop, Files, or Import).
Need help or have questions? We're here for you.
or email info@dashwellsolutions.com