Canopy

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Built for your next chapter.

A calm foundation for better financial decisions.

Canopy

Good morning, there

Today

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Plan with clarity.
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Canopy foundation · Designed for clarity and confidence

Your financial home

A clearer view of your money.

See what is growing, what is moving, and the next small step toward your goals.

Overview

A snapshot of your financial position.

Total wealth

KES 1,248,500

+8.4%vs last month

Savings balance

KES 482,300

+12.6%vs last month

Investment balance

KES 594,700

+6.2%vs last month

Wallet balance

KES 171,500

+2.1%vs last month

Monthly savings

KES 86,400

+14.8%KES 100,000 target

Monthly spending

KES 63,850

-4.3%KES 90,000 budget

Net worth

KES 1,186,200

+9.1%after liabilities

Financial health

82 / 100

+5 ptsstrong position

Your financial health

Strong position

Excellent

82

out of 100

You are building steady momentum. A few small choices can take you to the next level.

Improvement tips

Keep your emergency fund contributions consistent.

Your spending is under budget for the third month running.

Consider rebalancing your portfolio next quarter.

Keep going—your consistency is working.

Profile completeness

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Recent activity

A calm view of what has moved recently.

View all

Savings goal created

KES 20,000

Emergency fund

Today, 9:42 AM

Investment added

KES 35,000

NSE 20 Share Index Fund

Yesterday, 4:18 PM

Deposit received

+KES 50,000

M-PESA wallet

18 Jun, 11:06 AM

Goal completed

KES 120,000

New laptop fund

16 Jun, 7:32 PM

New AI recommendation

Your savings rate is improving

15 Jun, 8:00 AM

Upcoming goals

Small steps toward what matters.

See goals

Emergency fund

Aug 2026

72%

Target KES 300,000

Home deposit

Dec 2027

38%

Target KES 1,200,000

Zanzibar trip

Jul 2026

84%

Target KES 120,000

Quick actions

Shortcuts for the things you do most.

Create savings goalGive your next milestone a name
Deposit fundsMove money into your wallet
View investmentsReview your growing portfolio
Transfer moneyPlan your next movement of funds
Budget plannerKeep this month on track
AI financial coachGet a thoughtful next step

A steady plan beats a perfect one.

Keep building the view that helps future-you make confident decisions.

Explore quick actions