Big picture overview

OrbySystems turns the financial records you already have into a private place to explore your household's money. Start with supported statements or exports. More history improves the view of recurring spending, income and investment patterns; overlapping bank and brokerage periods make the connected picture more useful. You do not have to recreate that history in forms.

Projects in, one picture out

Keep each kind of record in its own project:

• Banking + Credit Cards holds bank and credit-card activity.
• Investment holds brokerage and retirement-account activity.
• Assets / Liabilities tracks property, other assets and debts.
• Retail Purchases breaks down supported order histories, currently Amazon.
• General Documents lets you ask AI about personal documents, including trust documents.

A Standard Workbook brings finance projects together for combined spending, investment and net-worth views. A Retirement Planning workbook uses selected source projects for a retirement outlook and scenario planning. The records stay in their projects, so you can add another account or statement without rebuilding the workbook.

Start with the example household to try dashboards, recipes and Demo Retirement without using personal data. Demo and real projects stay separate.

Start with a real question

• Where does our money go each month?
• What could we change without changing the life we like?
• What did we actually earn after deposits and withdrawals?
• Could we take a break, change careers, or retire—and what would have to change?

Recipes and calculation tools prepare the financial results; AI helps explain them. Evidence marks show the support behind numbers in an answer. Inspect the records and assumptions when a result needs review.

Local by default

With the built-in models ready, OrbySystems can analyze local records without an account or cloud model. Optional online tools, statement downloads, updates, reporting and activation use the network. Privacy settings explains the controls and reporting choices.

An account manages services such as licenses and recovery; it does not upload your financial projects. License settings explains activation. Importing and keeping records is separate from the history range available to a particular analysis.

Ready to begin? Install OrbySystems, then create your first project.