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Profile

Drives age, targets, and projections across the app. Stored locally in data/profile.json.

Settings

Accounts

Tag account types, configure employer match, and track income sources.

Tag each account’s type (Pre-tax 401(k), Roth IRA, HSA, etc.) so the FIRE Strategy page shows accurate tax buckets. Configure employer match formulas to see your “free money on the table” at a glance. Track income sources — W-2s, side gigs, hourly work — and link them to your 401(k)s so a raise propagates everywhere automatically.

Manage accounts →
Settings

Milestones

Net-worth checkpoints that celebrate your progress. Pick numbers that feel right for you.

Milestones

Pick net-worth checkpoints that feel right for you. Small, frequent milestones keep motivation up — $5M and $10M aren't the goal for most people.

$10,000$25,000$50,000$100,000$250,000$500,000$1,000,000
$
Common starters: $10k · $25k · $50k · $100k · $250k · $500k · $1M. Whatever celebrates progress for you.
Settings

Tracked Indexes

Which indexes show up on your journal entry and dashboard mini-charts.

Tracked Indexes

Dashboard sparklines pull 12 months of live prices from Yahoo Finance. Set a ticker symbol if the auto-resolve guess is wrong.

None tracked yet.
Add a new index0 / 5 tracked
Ticker = the Yahoo Finance symbol. For common names (S&P 500, Bitcoin, Gold) we guess it for you. For specific funds like VTSAX or ETFs like SPY, type the exact ticker.
Settings

Monthly Reminder

Nudge yourself to log your monthly snapshot. Preference saved locally — delivery coming.

Settings

Journal

Tune what shows up on each journal entry. Hide context lines that don't fit how you like to look at your money.

Each journal entry shows up to three context lines under the net-worth number. Hide any you don't want to see — toggling here updates the journal immediately. Synced across your devices when you're signed in.

Settings

Import / Export

Back up or restore all of your data — entries, accounts, targets, indexes, and profile.

Your Data

Download a backup or restore from one.

New here? Start with the guided backfill.

Two clear paths — add a past-dated entry, or drop a pre-structured CSV with the date + account + amount for each historical balance.

Open backfill →
Export
Import
CSVJSON

CSV is the quickest path for historical balances. JSON is a full export from another Compound Joy browser — entries, accounts, targets, and profile come across in one go.

Settings

Requests & Ideas

Missing an index or a feature? Tell us.

Don't see your index?
Tell us what you'd like to track and we'll add it.
Request a feature
Something missing that would make Compound Joy more useful to you? Tell us.

Help & Getting Started

New to tracking finances? Want a quick refresher? The Get Started walkthrough takes five minutes and shows you your savings rate, retirement target, and a realistic age to stop working.

Open Get Started →Try the demo