A clearer, calmer money life
Understand what your money is for.
Organize money into purposeful Pots, plan what is coming and see your progress clearly.
Join the Founding BetaPrivate by design. No bank connection required.
From one balance to a clearer plan
One balance. Multiple purposes. Visible progress.
Turn the money you have into purposeful Pots for the things that matter. Set targets, plan contributions and see what is on track, what needs attention and what comes next.
Six illustrative Pot examples. Use the previous and next buttons, pagination, swipe, or focus the carousel and use the arrow keys. Automatic progression pauses while you read or interact.
Pot examples
Real life goals. Made simple.
Create Pots for the things that matter, organize money around each purpose, plan ahead and see your progress more clearly.
Emergency Reserve
Be ready for the unexpected.
- Unexpected bills
- Home repairs
- Car breakdowns
- Job changes
Vacation
Turn travel plans into reality.
- Flights and accommodation
- Travel insurance
- Spending money
- Activities and experiences
Car Upgrade
Plan for the road ahead.
- Loan or lease payments
- Insurance
- Road tax
- Servicing and maintenance
Sinking Fund
Be prepared for future costs.
Illustrative rolling plan — no permanent target.
- Annual bills
- Subscriptions
- Gifts and occasions
- Home improvements
Home Improvements
Make home happen.
Illustrative example.
- Kitchen or bathroom
- Repairs and maintenance
- Furniture and appliances
- Decor and upgrades
Investment
Organize long-term contributions.
Planning context only. Pot Wise does not invest or move money.
- Regular contributions
- Index funds or ETFs
- Brokerage account plans
- Future opportunities
Plan with confidence
Plan today. See what comes next.
Set your intended contributions, understand upcoming commitments and spot what still needs attention before it becomes a surprise.
Turn intentions into completed contributions.
See what you planned to put into your Pots this month, what you have contributed and what is still left to do.
Month View, 1 of 2
Money Calendar
See what's coming. Plan with confidence.
Explore planned expenses by month or year, see what's covered and spot anything that still needs funding.
Designed for desktop and mobile
Plan on desktop. Check in on mobile.
Pot Wise is a responsive web app designed to work across desktop and mobile browsers, with the same core navigation and workflows adapted to your screen.
See the bigger picture
Use the desktop layout when you want more space to plan, review Pots and see what comes next.
Keep it close
Check your Pots, plans and progress from a supported mobile browser.
Familiar wherever you use it
Core navigation and workflows stay consistent, with layouts adapted for desktop and mobile.
People
Keep money between people simple.
Track what you are owed or owe to others. Lending, borrowing and repayments stay clear and organized in one place.
- See who owes you and who you owe
- Track repayments and outstanding balances
- Keep a clear history for each person
Your trust comes first
Private by design. Built for peace of mind.
Pot Wise only uses the information you choose to add to help you plan and organize your money. You remain in control of your data.
Help shape what comes next
Join the Founding Beta
Get early access to Pot Wise and help shape a calmer, more purposeful way to plan your money.
Join the Founding BetaApplications are short. Pot Wise will only ask for information relevant to the beta.
- Early access to the first public version
- A direct way to share practical feedback
- The opportunity to influence what Pot Wise improves next
FAQ
Questions about Pot Wise
What can I plan with Pot Wise?
You can organize money into purposeful Pots, set targets, plan contributions, track progress, plan future expenses, review upcoming commitments, use a monthly money plan, view a Money Calendar, track transactions and keep track of money owed to or borrowed from other people.
What is the Founding Beta?
The Founding Beta is a small early-access group that will use Pot Wise and provide occasional feedback before a wider release.
Is the Founding Beta free?
Yes. Founding Beta access is free for selected participants, and no payment card is required. Pot Wise may introduce paid plans in the future, but we'll always make that clear before anything changes.
Which countries and currencies does Pot Wise support?
During the Founding Beta, Pot Wise supports US English with USD as the default for new workspaces, alongside UK English and GBP. Language, regional formatting and workspace currency are separate settings. You can choose a workspace currency before adding financial data; Pot Wise does not currently convert existing amounts. Support for additional regions, languages and currencies is planned as the beta develops.
What information will the beta application ask for?
The short application asks for your first name, email address, how you expect to use Pot Wise, how you currently organize money for different purposes, whether you are willing to provide occasional feedback and confirmation that you are 18 or older.
Does Pot Wise connect to my bank?
No. Pot Wise does not connect to your bank. You choose what information to add and use it to organize your plan.
Does Pot Wise hold or move my money?
No. Pot Wise is a planning application. It does not hold money, transfer money or make payments.
Is Pot Wise financial advice?
No. Pot Wise helps you organize information, plan contributions and understand upcoming commitments. It does not provide personalized financial advice.