Workbook 01
Money Mastery Personal
Your personal money lives in one digital workbook, with ten account tabs, your monthly reset, and a dashboard that shows you what came in, what went out, and what stayed.
- Ten account tabs for the bank, credit card, and other accounts you want to track
- Upload CSV, PDF, or Excel statements from your bank and credit card accounts
- Smart categorization with suggestions, splits, and receipt attachments
- Your dashboard, with monthly and yearly views
- Savings goals and bill tracking
- Needs and desires alongside your totals
Included in every paid membership
All five digital workbooks are included beginning with Rise, so you can start with the one that matters most to you now and add the others whenever you are ready.
The month, handled in one sitting
Here is what using Money Mastery Personal looks like, from your statement to your dashboard.
Upload your statement.
Download a CSV, PDF, or Excel statement from the account you want to review and upload it into Money Mastery. You can preview the transactions and make any adjustments you need before they are added to your workbook.
Clarity suggests a category.
Clarity suggests a category for the transactions it recognizes, and because Money Mastery remembers how you categorize, your past choices come back as suggestions on similar transactions. Review the suggestions one by one, or use bulk actions when several transactions belong in the same place. You make the final choice.
Needs and desires, side by side.
Each category can carry a needs or desires label, so you can see that part of your spending alongside the rest of your monthly picture without building another report.
Your dashboard updates with your numbers.
As you review and update transactions, your income, expenses, and dashboard totals update with them. Transfers, credit card payments, and refunds can be identified separately, so each amount is counted in the place it belongs.
- 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
- Health (H) $7,590.78
- Auto (A) $5,771.11
And around the system, the Money Mastery Collective.
Every membership includes the Money Mastery Collective, beginning with La Soglia, and inside it you can ask questions, talk through the decisions behind your numbers, share what is working, and learn alongside other women business owners who want to know what their money is doing.
Start with your own numbers, free.
La Soglia gives you the Money Mastery Net Worth Tracker and access to the Money Mastery Collective. The tracker is a Google Sheets™ file. You join at a free checkout, no card needed, and La Soglia stays free.
Start free with La Soglia → Compare all four memberships →