Documentation
Trac app
Net worth tracking and reporting for personal finances — secure by default and rich enough for private investments and advisor-maintained data.
Overview#
The Trac app is used for net worth tracking and reporting for personal finances. It is primarily intended for individuals with private investments that have to be manually entered and/or for individuals with a financial advisor who maintains their data. However, any individual who wants a more feature-rich app for tracking their finances might give Trac a try.
Features#
- Security - The Trac app is designed and implemented to be secure-by-default. Your data is encrypted in transit and at rest via strong encryption algorithms.
- Rich features - Beyond simple balance tracking, Trac gives you a customizable dashboard, reports, statistics, and an explorer for analyzing your finances in depth, plus automation rules, custom commands, and Traci, a built-in AI assistant, to help you get more done with less effort.
Legal
Legal and compliance documentation for the Trac app — privacy, terms, data rights, subprocessors, and incident response.
Using the Trac App
A walkthrough of the Trac app grouped by task — getting oriented, entering and automating your data, then analysing and configuring it.