Assetli.app
Assetli is a personal finance and net worth tracking app that helps you see your complete financial picture in one place. Track your bank accounts, stocks, crypto, real estate, vehicles, subscriptions, transactions and liabilities. Assetli calculates your total net worth and helps you understand how your financial position changes over time. The goal is to make personal finance tracking simple, clear and useful without having to maintain complicated spreadsheets.
Assetli is a personal finance web app that combines expense tracking, budgeting, investment and asset tracking and calculators in one place, with an AI assistant that works through your own Claude or ChatGPT account.
Key features
- Bank statement import from CSV, Excel, PDF and XML with custom categorization rules
- Budgets using the 50/30/20 and envelope methods
- Tracking for stocks, ETFs, crypto, pension funds, real estate and vehicles
- Subscription tracking and bill splitting for shared expenses
- Calculators for mortgage, FIRE, inflation, debt payoff and rent vs buy
- Chrome extension that checks property listings
Assetli.app is useful for
- Couples or families keeping shared budgets with separate profiles
- An investor following dividends and performance across stocks, ETFs and crypto
- Checking a property listing and comparing buying with renting before a purchase
An indie alternative to YNAB and Monarch Money.
Written by IndieAppCircle from assetli.app. The maker can edit it.
Submitted by Ondřej Smutný
Reward: 5 credits per test
3 approved tests, 4 total
Assetli.app is not accepting new tests right now: the maker's credits no longer cover the reward. The 3 approved reviews stay on record here.
Platforms: web
Built for: general
Pricing: Freemium
About Assetli.app
Does Assetli connect to my bank?
No live bank connection is described. You import statements manually as CSV, Excel, PDF or XML, and categorization rules and virtual envelopes sort the transactions.
How does the Assetli AI assistant work?
It connects to Claude or ChatGPT through MCP so the assistant can read your data and, per the site, update it, for example adding money to a savings account. Conversations happen in your own account and Assetli says it never sees those chats. The site notes that AI output can contain mistakes and should be verified.
How does Assetli protect my data?
The site lists encrypted connections, two-factor authentication, EU data centers and GDPR compliance.
Do I need to pay or enter a card to try Assetli?
The site offers a free plan forever and sign-up without a credit card. Premium features are described on its pricing page.
Is Assetli.app legit?
Assetli.app was listed on IndieAppCircle in August 2026 by Ondřej Smutný, who opened it to independent testers. 3 independent testers have used it since and had their feedback accepted by the maker (4 tests submitted in total). It is distributed through its own website at assetli.app. IndieAppCircle is a peer feedback exchange, not a paid-review site: testers earn credits only for feedback the maker accepts, and nobody is paid to be positive. We record what happened here; we do not vouch for a product's business practices.
What platforms does Assetli.app run on?
Assetli.app runs on Web. The maker built it for a general audience.
Is Assetli.app free?
Assetli.app uses a free plan with paid upgrades.
What is Assetli.app an alternative to?
Assetli.app is built as an indie alternative to YNAB and Monarch Money.
Is Assetli.app still looking for testers?
Not right now. The listing is closed to new tests because the maker's credit balance no longer covers the 5-credit reward. The 3 approved reviews stay here as a record. It reopens on its own once the maker tops up — if that is you, sign in and check your dashboard.
How do testers review Assetli.app on IndieAppCircle?
Testers are other indie developers. They open Assetli.app, follow the maker's test instructions, and write up first impressions, confusing moments and bugs. The maker reads each write-up and either approves it — which pays the tester — or rejects it. Only approved feedback is counted on this page. There are no star ratings and IndieAppCircle pays nobody to review anything; it is a feedback exchange, not a review site.
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