Keepr / Claire

A personal system for people, activity, and money context, with Claire as the assistant inside it.

Keepr keeps the personal record. Claire is the assistant inside it.

Latest update

Money is on the record

Allocation, cash flow, bills through payday, and the next payday are on the money view.

Next planned

Credit connection

Score history waits on a later bureau or issuer connection.

Screenshots

Completed

CompletedMoneySafe money, bills through payday, the next payday, allocation across reserves, and cash flow for income, spending, and net.
CompletedClaireThe assistant on the record. The home screen shows what needs attention and a way to ask Claire.
CompletedCalendarA calendar area, with what is coming up shown on the home screen.
CompletedInvestmentsAn investments area. The home screen points return and cost basis to that section.
CompletedPlansPlans include goals. The home screen shows a goal and a way to open all plans.

Planned work

PlannedCreditCredit appears on the money view. The screen describes score history as a later bureau or issuer connection.

On the record

PeopleA People area is part of Keepr.
OpportunitiesAn Opportunities area is part of Keepr.
EmailAn Email area is part of Keepr.
ActivityAn Activity area is part of Keepr.

Roadmap

PlannedCredit connectionScore history waits on a later bureau or issuer connection.

Updates

Public notes. Not a version changelog.

Money is on the record
Allocation, cash flow, bills through payday, and the next payday are on the money view.
Claire can be asked from the home screen
The assistant shows what needs attention, and the screen offers a way to ask Claire.
Credit history is a later connection
Credit is on the money view. The product describes score history as a later connection.

Keepr is a personal system for the people in a life, the activity around them, and the money context that belongs with that record.

Claire is the assistant inside Keepr. The home screen shows what needs attention and a way to ask Claire. Keepr also includes money, plans, investments, a calendar, people, opportunities, email, and activity.

Keepr is its own product. It sits apart from Trading Desk.

Completed

CompletedMoneySafe money, bills through payday, the next payday, allocation across reserves, and cash flow for income, spending, and net.

CompletedClaireThe assistant on the record. The home screen shows what needs attention and a way to ask Claire.

CompletedCalendarA calendar area, with what is coming up shown on the home screen.

CompletedInvestmentsAn investments area. The home screen points return and cost basis to that section.

CompletedPlansPlans include goals. The home screen shows a goal and a way to open all plans.

Updates

Public notes. Not a version changelog.

Money is on the record

Allocation, cash flow, bills through payday, and the next payday are on the money view.

Claire can be asked from the home screen

The assistant shows what needs attention, and the screen offers a way to ask Claire.

Credit history is a later connection

Credit is on the money view. The product describes score history as a later connection.