Net worth
Bring accounts, assets and liabilities into one organized dashboard.
Your household finances, organized
Your wealth.
Your knowledge.
Your future.
Bring your accounts, investments and property together — with the history, notes and planning behind them.
Sample data · No sign-up · Changes aren’t savedTrack · Organize · Preserve · Analyze
More than a dashboard. Your financial life, organized.
Keep your accounts, financial history, knowledge and important records together. Import updates, preserve what matters, and prepare information you can use with your preferred AI assistant. Features vary by edition.
Investments & retirement
Track investment accounts and retirement savings alongside household wealth.
Property & mortgages
See home equity and mortgage balances; Pro editions add rental detail.
Track history & changes
Pro adds dated snapshots, trends and comparisons, so you can see how your financial picture changes over time.
Import & update faster
Pro adds supported screenshot reading, CSV/Excel import and batch updates. Always review recognized figures before saving.
Export & back up
Export your records and keep recoverable backups. Pro adds privacy-level choices for AI-ready exports and prompts tailored to different financial questions.
Beyond balances
Your financial knowledge deserves a home.
The numbers tell only part of the story. Keep the context, records and decisions behind them — and make that information useful when you need it.
Document Vault Private Cloud
Keep family records together — such as signed wills, tax documents, insurance policies and property paperwork — in the private Document Vault of your own cloud setup. Local Pro keeps text notes, but Local editions do not include file uploads or a Document Vault.
Knowledge & notes Pro editions
Preserve financial context, planning notes and household information alongside your numbers, so you do not have to reconstruct the story later.
AI-ready export Pro editions
Choose a data-sharing/privacy level for your export, then use question-specific AI-ready prompts for topics such as retirement, investment performance, cash flow or taxes. Different questions can use different relevant financial data. Review every export before sharing; Roofmere never automatically sends your data to an AI service.
Financial history
Keep dated snapshots and explore changes over time instead of relying only on today's balances. Available in Pro editions.
Import & batch updates
Bring in supported spreadsheets, CSV files or account screenshots and update multiple records with less repetitive typing. Pro feature; verify imported amounts.
Export & recovery
Download and restore your household data. Backups are available across editions; in Local, they are especially important because each browser stores its own records.
Choose how you use Roofmere
Start simple. Go deeper when you're ready.
Explore the Local sample dashboard today, or choose the existing self-hosted beta. The public Local Free release, Local Pro purchases, license activation and 14-day trial are not live yet.
Local Free
$0
Private browser storage · No cloud setup or bank connection required.
- Household net-worth dashboard
- Up to 10 accounts and 1 property
- Manual balance updates and basic investments
- Backup and restore
Works offline once opened. Your data stays in this browser: download a backup regularly.
Local Pro
One-time purchase
Your financial records stay in your browser. No cloud setup required.
- Unlimited accounts and properties
- Screenshot reading, CSV/Excel and Batch Update
- Cash flow, history, reports, planning & AI-ready export
- Knowledge notes (no file Vault in Local)
- Planned opt-in 14-day Pro trial; no card required
- Planned: trial expiry returns to Free without deleting records
Fictional sample data · Changes are not saved. This preview is not a paid Pro license or a 14-day trial. Features may change.
Private Cloud
One-time template
Deploy into your own Netlify and Supabase accounts.
- Shared household access and cross-device sync
- Advanced analysis, history & AI-ready export
- Document Vault, financial knowledge & notes
- Your own cloud database and hosting controls
- Setup and ongoing maintenance required
Private Cloud setup tutorial
Cloud only: learn how to deploy to your own Netlify and Supabase accounts. Local editions need no cloud setup.
▶ Watch Cloud Setup Video ↗Current Gumroad beta still uses its existing Basic / Family / Complete listings. The new Local/Cloud storefront and final prices are not launched; availability and pricing may change.
At a glance
Three editions. Your data stays yours.
Local means one device/browser at a time — simple, private, and no cloud setup. Private Cloud means your own shared website — with more control and more setup.
| What matters | Local Free | Local Pro | Private Cloud |
|---|---|---|---|
| Best for | Getting started | Full features, less effort | Sharing with family |
| How you use it | Open in a browser | Same browser, Pro unlocked | Visit your own website |
| Accounts | Up to 10 | Unlimited | Unlimited |
| Properties | 1 | Unlimited | Unlimited |
| Screenshot / bulk import | — | ✓ | ✓ |
| Advanced planning & reports | — | ✓ | ✓ |
| History & dated trends | Current values | ✓ | ✓ |
| AI-ready financial export | — | ✓ | ✓ |
| Financial notes & knowledge | — | ✓ | ✓ |
| Document Vault (file storage) | — | — | ✓ |
| Data backup / restore | ✓ | ✓ | ✓ |
| 14-day Pro trial | — | Planned | — |
| Sync between devices | No | No | Yes, through your site |
| Share one household view | No automatic sharing | No automatic sharing | Yes, with access you grant |
| Set up cloud services | Not needed | Not needed | Required |
| Where financial data lives | Your browser | Your browser | Your database |
| Backups | You export & keep them | You export & keep them | You manage backups |
Important: You can open Local Roofmere on a phone or computer, but each browser keeps its own separate data. It does not sync automatically. Use backup and restore to move records between devices. The installable/offline experience is being developed and has not yet been fully verified on real devices.
Private by design
Two ways to keep your finances in your hands.
Your financial data stays in your browser.
Your financial records are stored locally on your device, not in a Roofmere-operated financial database. No bank connection, cloud account or financial-data upload is required for Local. You control what you export and share. Each browser is independent, so your phone and laptop do not sync automatically.
Your responsibility: download backups regularly. Clearing browser data, changing devices, or storage cleanup can remove local records. Offline use is a planned capability, not yet a verified launch promise.
Your own website, database and access rules
Set up Roofmere using your own hosting and database accounts. You control your deployed site, can inspect your database, and can invite authorized family members to use the same household dashboard across devices.
If you are comfortable with code, you can customize the frontend, backend functions and database schema included in your deployment. You also take responsibility for setup, access security, hosting costs, updates and backups.
What we mean by “your data”: Roofmere does not require bank logins or a transfer of your financial records into a Roofmere-operated financial database. Local financial records stay in your browser; Private Cloud records stay in your own configured database. This is a data-control design, not a guarantee that any internet-connected software is absolutely secure. Planned Pro trials and licensing may use a small authorization service for email, purchase and activation details — never account balances or financial documents.
Software architecture
Your data. Your infrastructure.
See where your financial records live and how Roofmere works. Local runs in your browser; Private Cloud runs with your own Netlify and Supabase accounts.
Local Free / Local Pro: financial records stay in the current browser’s IndexedDB. Keep manual backups; browsers and devices do not sync automatically. Neither Local edition includes a file Vault.
Private Cloud: your Netlify Functions handle authorized requests, while your Supabase project stores financial records and private documents. Authorized family members access the same household data across devices.
Local Pro licensing, the 14-day trial and installable offline use remain planned. AI-ready Export prepares data and prompts that you choose to share with an external AI.
How it works
Choose the setup that fits you.
Local: open and explore
The planned public Local experience runs in one browser without creating Supabase or Netlify accounts.
Local: unlock when ready
Once released, opt in to a 14-day Pro trial or activate a paid license on the same site, without moving your data to a second website.
Cloud: deploy your own
Buy the self-hosted template and follow the setup guide to configure your own Netlify and Supabase projects.
Private Cloud requires your own hosting accounts and may incur third-party hosting fees. Local data is device/browser-specific; always maintain a backup.
Questions, answered.
Are Local Free and Local Pro separate websites?
No. The planned Local release uses one website and the same browser data. Pro trial and license unlock additional features without transferring your records to another site.
Can I try Pro before buying?
A 14-day, no-credit-card, opt-in Local Pro trial is planned but not available yet. At the end, advanced features lock and the Free edition continues; your financial records remain available for viewing, manual updates and export.
Does Local sync across devices?
No. Each browser has its own data. Use backups to move data between devices. Private Cloud is intended for shared household access and syncing.
Does Roofmere send my financial data to AI?
No automatic AI upload is required. AI-ready export prepares information that you choose whether, where and how to share with an AI assistant. Review exported content before sharing sensitive information.
Which edition includes Document Vault?
Private Cloud includes file storage in your own configured cloud. Local Free and Local Pro do not include file uploads; Local Pro keeps text notes, and both export backups.
Does Roofmere connect to my bank?
No bank connection is required. You enter and review financial information yourself.
Is it a subscription?
The planned paid editions use one-time purchases. The existing self-hosted beta has its own current checkout terms; third-party hosting may have separate charges.
Is the current Gumroad download the new Local Pro?
No. The current Gumroad product is the existing self-hosted beta. Local Free, Local Pro and its trial/license are still in development.
Does Roofmere provide financial or legal advice?
No. Roofmere is an organization and planning tool, not personalized financial or legal advice.
Free personal finance guides
Learn to track household net worth without connecting your bank accounts.