ioConta.com

What you can do with ioConta

Available with real beta data: invitations, verified email, passwords and TOTP, wealth space or entity contexts and permissions. One identity can hold several roles without duplicating records.

Record and correct transactions, maintain manual accounts, set opening balances and link transfers. Categories and item families are independent classifications, with combined filters and date-based summaries. Third-party payments can be identified without inventing bank transactions.

Reviewed Excel import: prior mapping, batch confirmation, sheet and row provenance, explicit treatment of copies and retained uncertainties. It is not a universal unreviewed importer or an automatic bank connection.

Record assets and debts with valuation and date. An estimate is not a bank balance. Opening balances and transfers stay separate from income, and asset purchases from running costs.

Awaiting integration or real-data validation: Wealthreader, bank synchronisation, automatic investment transaction and lot processing, attachments and paid purchasing. Sample investment and trading screens do not establish real-data support for those workflows.