Wealth

What the business is worth to you, and what is safe to take home.

The page

What is the Wealth page for?

ComputerWealth in the sidebar under Planning (the URL is /wealth). Owner-only.
PhoneWealth in the Menu tab, same page.

Wealth is the personal side of the business — your cash runway, your safe annual take-home, your personal cash, investments and personal debt, and what the business is plausibly worth. It is the one page a team seat can never open, on either form factor, because it is your net worth rather than the company's operations.

The page

Where do I enter my personal savings, debt and household expenses?

ComputerOpen Wealth, then the personal figures. Personal cash, Investments, Personal debt, Household monthly expenses, Spouse monthly income, and your filing status.
PhoneOpen Wealth, then the same fields.

None of it is inferred from your bank feed. You type it, DeskOps stores it against your org, and only an owner can read it back. Filing status offers Single, Married filing jointly, Married filing separately and Head of household, and it feeds the take-home math.

The page

What does "safe annual take-home" mean?

ComputerOpen Wealth, then Safe annual take-home.
PhoneOpen Wealth, then the same figure.

It is what you could pay yourself for a year without putting the business at risk, rather than what is currently in the account. Cash runway sits next to it and answers the opposite question — how long the business lasts at the current burn. The two are meant to be read together.