Workbook 01
Money Mastery Personal
Your own money, in one book. Ten account tabs, the monthly pass, and a dashboard that tells you what actually happened rather than what you meant to happen.
- Ten account tabs, so every card and account has a home
- Statement upload from any bank, CSV, PDF or Excel
- The categorization room, with suggestions, splits and receipts
- Your dashboard, plus monthly and yearly overviews
- Savings goals and bill tracking
- Needs against desires, on the same screen as the totals
Included in every paid tier
All five workbooks come with Rise at $49.99 a month. You do not have to use them all in month one. Most women start with one and grow into the rest.
The month, handled in one sitting
This is the part nobody shows you on a pricing page.
You download a statement.
That is the only step you do by hand. Drop in a file from Chase, Amex, Capital One, Bank of America, Citi, Citizens, Discover, Square or anywhere else. The system works out which column is the date and which is the amount, and checks the signs against your running balance so a refund does not land as a purchase.
It already has a guess for most rows.
Clarity suggests a category for every transaction, learning first from your own past choices. Accept them all at once or work down the list. Bulk apply handles the forty identical charges. Everything auto saves, so you can close the tab mid sentence and lose nothing.
Needs and desires, side by side.
Every category carries a needs or desires label, so the dashboard can show you the split without you building a second report. It is the number most people avoid and the one that changes behaviour fastest.
Your dashboard stays true.
The income and expense sheets are the single source of every figure, and any edit anywhere marks the totals for a rebuild. Special labels for credit card payments, transfers and refunds keep a payment from being counted as an expense, which is the quiet way most spreadsheets start lying to their owner.
- Income
- $76,946.57 Last 12 months
- Expenses
- $35,250.86 Last 12 months
- Net profit
- $41,695.71 Income − expenses
Income vs ExpensesIncomeExpenses
Top income
- Side hustle income $35,054.56
- Consulting $24,118.02
- Product sales $17,773.99
Top expenses
- Housing (H) $7,910.44
- Clarity (H) $7,590.78
- Auto (A) $5,771.11
The system alone is a spreadsheet.
The system inside the Collective is a room of women doing the same slow, honest work with their numbers. Every tier is in that room, from the free one up.
You can see your own numbers before you pay anyone.
La Soglia is the free tier and it stays free. The Net Worth Tracker copies into your own Google Drive and it is yours from that moment.
Take the free tracker → See every tier