# DheeMoney — Net Worth & Goals

> DheeMoney — Net Worth & Goals (iPhone/iPad app by Ankur Gogate.)

- Source: https://appshunter.io/ios/app/dheemoney-net-worth-and-goals/id6790369392 (this page in markdown: same URL + `.md`)
- Developer: [Ankur Gogate](https://appshunter.io/developer/6790061657)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 36 MB
- Languages: American English
- Released: 2026-07-26
- Data updated: 2026-10-24

## What is DheeMoney?

Your money is scattered across a dozen apps — bank, cards, loans, mutual funds, stocks, NPS, EPF, PPF, gold. DheeMoney brings it all into one clear picture, so you finally know what you're worth, whether you're on track, and what to do next.

SEE EVERYTHING YOU OWN
• Every account and asset in one live net-worth number
• Bank, cards, loans, mutual funds, stocks, NPS, EPF, PPF, gold and more
• Your whole household's wealth in one place

KNOW IF YOU'RE ON TRACK
• Set goals — a home, retirement, your kids' education
• Every investment maps to a goal, with a glide path that shifts as the goal nears
• A clear on-track status instead of a pile of numbers

NEVER LEAVE TAX ON THE TABLE
• Spot tax-loss harvesting windows before they close (LTCG up to ₹1.25L tax-free)
• Use every family member's tax-free limit — you, your spouse, your HUF
• Every move is yours to approve — nothing happens without you

SIGNALS, NOT NOISE
• DheeMoney surfaces the next action only when it actually matters
• Plain-English reasons behind every signal
• Compare your options side by side and decide for yourself

PRIVATE BY DESIGN
• Your data is encrypted, never sold, never shared
• Anonymous by default

DheeMoney helps you organise and understand your finances and highlights actions you may want to take — you stay in control of every decision. DheeMoney is a personal finance tool, not a registered investment adviser; it does not provide personalised investment advice or guarantee any returns.

Built for Indian families who want their whole financial life — finally — in one place.

## Is DheeMoney safe?

Not enough ratings yet to assess DheeMoney.

## Is DheeMoney legit?

DheeMoney — Net Worth & Goals has limited verification signals. The AppsHunter Legitimacy Score for DheeMoney is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 4 releases)

### 1.4.12 — 2026-10-12

Fix a drifted mix with your next investment, not by selling
When your goal's target mix changes, you'll now see two ways to correct it side by side: putting your upcoming contributions into whatever is short, or selling to rebalance. Each one shows how long it takes, what tax you'd pay, what exit load, and what you'd have to sell. Using new money usually costs nothing.

The app says when it doesn't know
A goal with no strategy or no target date no longer shows as on track. It tells you what's missing and takes you straight there.

Skipped a month? It says so
If you pass on a month's investment, your goal now shows it instead of quietly absorbing it.

Plan history
See how your goal's plan has changed over time: when the target mix moved, when the monthly amount changed, and why.

Choose which account each investment goes into
When you set up a plan you can pick the account for each person. If there's only one, we use it without asking. Your investments are then recorded against that account.

Plus clearer wording throughout, and fixes for larger text sizes.

### 1.4.11 — 2026-08-19

See this month's investing by goal, not just by account
Your monthly plan can now be grouped either way. Switch to the goal view to see what each goal is getting across every account, or stay on the account view to see what to place where. Totals reconcile either way.

Every purchase says who it's for and why
When a purchase is shared across goals, the row shows the full amount to place in one go, so you never under-buy a pooled order. When something isn't being bought this month, it says so in plain words, and what's happening to that money instead.

A clearer goal page
Each goal now leads with one answer and one thing to do this month. Amounts line up in a single column, account names are always shown, and a brand-new goal tells you what to set up next instead of showing empty sections.

Family accounts show up properly
If a purchase is routed to your name from a family goal, it now appears in your list. Previously it could be missing from your plan even though you were the one who had to place it.

Tidier transaction names
Merchant names from bank messages are no longer shouted in capitals.

Plus fixes to layout on larger text sizes, and several smaller corrections.

### 1.3.0 — 2026-08-05

Design improvements 
performance improvements 
Bug fixes

### 1.0 — 2026-07-26

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-24.*
