Every SALDAT feature on one page
This is the complete list of what the app can do today: 169 features in 8 modules. Every plan includes all modules, so none of them costs extra.
Features by module
- ✅ Tasks25
- 📋 Rolling journal11
- 💰 Money31
- 🏢 Business29
- 📈 Investments24
- 🎓 Learning14
- 🏋️ Fit14
- 🧭 Overview, team and account21
✅ Tasks · 25
Boards, quick notes and time tracking in one place
Boards and tasks
Kanban boards
A new board comes with To do, Doing, Backlog and Archive columns, you add more yourself and move a card between them with the mouse or a finger.
Sort by due date or by creation
For each board you choose whether the nearest deadlines or the most recently added tasks sit on top.
Task detail
A task has a formatted description with links, a priority, a due date and buttons to move it to another board or mark it done.
Next steps
Break a bigger task into steps you tick off one by one, and adding a step to a task in the first column moves it into the Doing column.
Labels and filter
Your own labels in eight colours apply to the whole space, and on a board you filter tasks by them.
Attachments
Upload a file of up to 20 MB to a task or paste a screenshot with Ctrl+V, images and PDFs show as a preview.
Postponing with a history
When you postpone a deadline the old and the new date are stored with a reason, so the task shows how many times it has already moved.
Task timeline
The detail holds a chronological record from creation through steps, deadline moves and worked intervals to completion.
Board archive
Finished tasks stay in the archive grouped by month, you can search them and bring any of them back with one click.
Quick notes and the daily overview
Quick notes
Type a note or a task for today into a single field and sort it only when you have the time.
Voice note
Speak a note into the microphone, the audio is saved with the item and the Chrome browser can transcribe Slovak speech into text straight away.
Sorting onto a board
For every note you pick a board and a column, or move it with one click into the Quick notes document in the Rolling journal.
Archive of ticked items
A ticked note does not disappear, you find it in the Quick notes archive and can return it to the open ones.
Daily overview
The Tasks home page shows what is overdue, what is due today, what you are working on and what is coming this week across all boards.
Time and repetition
Time tracker
Write what you are working on, pick a board and start the timer, and a new start stops the previous one by itself.
Manual time entries
Add a forgotten interval by hand with a start and an end, and every entry can be edited or deleted afterwards.
Hours per board
For a week, a month or a custom period you see the hours summed per board, so you know how much time each client took.
Timer on a task
Start and pause a timer right on a task too, the intervals add up and count towards the Time tracker overview.
Recurring tasks
Daily, weekly, monthly or yearly: once the day of repetition comes, the task is created by itself on the board you chose the next time you open Tasks.
Team and connections
Boards for the whole space
Boards are visible to everyone you invited into the space and gave access to the Tasks module.
Assigning a task and the My tasks filter
Pick a person from the space in the Assigned field, and everyone can show only their own on a board with the My tasks filter.
Mentions in the description
When you type an at sign and a colleague's name in a task description, the task appears in their overview under You were mentioned.
Read-only role
A person with the Read-only role sees the boards but cannot change anything, which suits a client or an accountant.
Journals next to a board
A Rolling journal linked to a board has a card next to the columns with the start of the latest entry and a link to the whole document.
E-mail about overdue tasks
In the account settings you switch on a daily e-mail at the hour you choose, and it arrives only when something is overdue.
📋 Rolling journal · 11
One document per client that collects the notes from every meeting
Entries
A document for every clientNew
Create one document for a client or a project and keep all meetings in it, newest first.
Meeting entryNew
An entry has a date, a topic, participants, text and the date of the next meeting, and can be edited at any time.
Next steps into TasksNew
Send every agreed step to Quick notes in Tasks with one click, where you sort it onto a board.
Internal note and internal entryNew
Add a note for yourself only, or mark a whole entry as internal, and the client never sees it.
Entry from Quick notes
Move a note from Tasks with one click into the document called Quick notes when it should be a record and not a task.
Print or PDFNew
Print the document or save it as a PDF through the browser print dialog when you need to send it outside the app.
Sharing with the client
Sharing by e-mailNew
Share a document by entering the client's e-mail and see whether they already have an account and when they last opened it.
The client reads without a subscriptionNew
The client only needs a free SALDAT account with the same e-mail, reading and commenting on shared documents costs them nothing.
Comments under an entryNew
The client and your team write comments right under an entry, so you do not hunt for follow-ups in e-mails.
E-mail notificationsNew
The client gets an e-mail when you share and on a new entry if you tick it, and the person who shared the document receives a message about the client's comment.
Linking to a boardNew
Link a document to a board in Tasks and the board then shows a card with the latest entry and a link to the document.
💰 Money · 31
Personal finance that tells you how much you will have left this month
Every day
Transactions
An income or expense has a category, an account, a currency, a note and labels, and you find it in the list by period, type, account, label or text.
Quick add
A floating button opens a short form on any Money page where you enter the amount, the account and the category.
Transfers between accounts
Record money moved between your own accounts as a transfer that counts neither as income nor as spending.
Bulk edits
Move several transactions into another category or delete them at once, which saves time especially after an import.
Accounts
A bank account, card, savings, cash and crypto with an opening balance and its own currency, the balance is computed from transactions.
Categories
Your own income and expense categories with an icon that you pin, archive or merge when you ended up with duplicates.
Statement import from CSV
Upload a CSV from your bank, pick a template (for example Tatra banka, Slovenská sporiteľňa, VÚB, ČSOB, mBank, Revolut or Wise) and see a preview without duplicates before saving.
Receipts
Save a photo or PDF of a receipt of up to 8 MB with a transaction, so you do not search your phone for it when you need to return something.
Payment calendar
A monthly calendar shows transactions day by day, and through an iCal link you add recurring payments to your own calendar.
Planning
Cash flowNew
For every month you see how much comes in, how much goes out and how much is left, with a chart of 12 months back and 6 ahead.
Cash flow per propertyNew
Categories named like Flat: Rent add up into groups in the cash flow, so you see the result of each property separately.
Recurring payments
Set up rent, salary or insurance once with weekly, monthly, quarterly or yearly repetition and a due transaction records itself the next time you open Money.
Balance forecast
A chart shows how your balance develops over 7 to 90 days from recurring payments and your usual spending, and warns you if it would drop below zero.
Monthly budgets
Give each category a monthly limit and the bar turns yellow from 80 % and red once you go over.
Budget from a template
Enter your monthly income and the category budgets are split by a ready-made template such as the 50/30/20 rule.
Yearly plan
Set a yearly ceiling for categories and during the year see whether you are spending faster than an even pace would allow.
Savings goals
Give a goal an amount and a date and the app works out how much to put aside each month and whether you are on pace.
Alerts
Set your own threshold for spending in a category, a single large payment or a low balance and see the current status against the threshold on the Alerts page.
Assets and reports
Reports
For 3 to 12 months or a whole year you see income and spending by month, the share of categories, spending by day of the week and a spending map of 365 days.
Income
Income split by source with a monthly chart shows how much you depend on a single one.
Net worth
Accounts and property at purchase price minus loans in one number and in a chart of 12 to 60 months.
Loans
A mortgage, consumer loan or lease with its balance and instalment, an overview of what is repaid and a monthly breakdown of principal and interest.
Rental property
From the purchase price, loans, rent and costs it works out gross and net yield, monthly cash flow, IRR and a value projection.
Own home and ownership share
Mark the flat you live in as your own home so it does not count among investments, and note your share when you co-own.
Subscription check
It adds up how much goes out on recurring payments each month and year, and suggests repeated payments from your history that you have not confirmed yet.
Year in review
For the whole year it shows the largest purchases, the strongest categories, the savings rate and your best and weakest month.
Tax overview
A rough list of income and expenses that might be tax related, as a starting point for a talk with your accountant.
Money personality
After a month of use the app sums up from your numbers how you handle money.
Currencies and controls
Seven currencies
An account and a transaction can be in euros, dollars, Czech crowns, pounds, zloty, forints or francs, and overviews are converted to your main currency at an indicative rate.
Search
The Ctrl+K keyboard shortcut opens a search inside the module, so you do not have to click through the side menu.
Help bubbles
Pages such as Budgets, Forecast or Year in review have a bubble that explains the terms in plain language.
🏢 Business · 29
Invoicing that matches payments from your statement by itself
Issued documents
Invoices
Issue an invoice from a form with your price list and client, download it as a PDF and see its payment status in the list.
Payment QR code
An issued invoice with an IBAN carries a PAY by square QR code that the client scans in their banking app.
Advance invoices
Issue an advance invoice and later turn it into the final invoice in one step.
Credit notes and cancellations
Create a credit note straight from the original invoice, and a cancelled document stays on record with a watermark.
Recurring invoices
Set up a monthly retainer as a template with weekly to yearly repetition and the invoice is issued by itself on the given day.
Sales slips
Record a cash sale as a sales slip with an A5 PDF and the code from your cash register, if you use one.
Number series
Each document type has its own series with a prefix, a number format and an optional restart from one in a new year.
Price list
The invoice form fills in a price list item as you type, including the unit, the price and the VAT rate.
Invoice templates
Save an invoice you issue often as a template and prefill a new one from it.
Sending by e-mail
Send an invoice to the client with the PDF attached through your own mail server set up in Configuration, and adjust the wording of the e-mail.
Bulk actions
Download up to a hundred invoices at once as a single PDF or a ZIP, and e-mail the selected invoices or change their status in bulk.
Invoice in Slovak or English
For each invoice you choose the language of the PDF and the currency, which helps with a foreign client.
Purchases
Received invoices
Keep costs with a category, VAT deduction and payment status, so you know what is still to be paid.
Receipts
Photograph a receipt, text recognition in the browser prefills the details and the photo stays with the document.
Expense categories
Sort expenses and income into your own categories, and rules assign a category to a bank movement by themselves.
Bank and cash flow
Bank statement import
Upload a statement in CSV or XML camt.053 format, the encoding and delimiter are detected and you map the columns by hand if needed.
Automatic payment matching
After import a payment is assigned to an invoice by its reference number, and when both the amount and the reference match the pairing is confirmed by itself, while other cases are only suggested to you.
Manual matching and splitting a payment
Assign a payment by hand and split one payment across several invoices when a client paid everything at once.
Business overview
The home page shows invoicing for this and last month, unpaid invoices, the overdue amount and the payments expected by due date.
Cash flow from the bank
Imported statements produce a chart of income and expenses for 12 months and a split by category that you download as a CSV.
Overdue reminders
Once you switch them on in Configuration and have your own mail server set up, a reminder with the invoice goes to the client by itself at the rhythm you set.
VAT, clients and outputs
VAT audit
For a month or a quarter you see output and input VAT by rate and the resulting tax due or excess deduction.
Data for the control statement
Download the control statement data as XML in a simplified form meant for checking before filing, not for filing directly.
Package for your accountant
For the chosen month you get a ZIP with a summary, issued and received invoices in CSV, the control statement data and the PDFs of issued invoices.
Client card
For a client you see turnover, the unpaid amount, the average number of days to payment and receivables split by age.
Details by company ID
After you enter the company ID, the name and address of a Slovak company are filled in from the public register.
Several issuers
Within one business you keep several issuers with their own logo, IBAN and number series, and for each invoice you choose who issues it.
Records by category
Show the bank movements and received documents of one category together and download them as a CSV.
Tags and search
Mark documents with your own tags, and a keyboard shortcut opens a search across invoices and clients.
📈 Investments · 24
A stock portfolio where you see the profit, the allocation and the reason for every buy
Portfolio
Positions by purchase
Enter every buy with its date, quantity, price, fee and broker, so you have all your brokers in one place.
Profit and loss
For every position and the whole portfolio you see the amount invested, the current value and the profit, and you refresh prices from public sources with a button.
Allocation and concentration
A pie chart shows the split by position and by broker and warns you when one stock makes up more than a fifth of the portfolio.
Purchase timeline
On a timeline you see when you bought what and which buys are in profit today and which at a loss.
Trim: partial sale
Record the sale of part of a position with its price and fee and the app works out the realised profit.
Selling a whole positionNew
When you sell a stock completely, the Sell the whole position button records one sale for all its purchases at once. The stock leaves the portfolio, its result stays in Performance and you can use the proceeds for the next purchase right away.
Stock historyNew
The History tab lists every stock you have ever owned, including the ones you sold. For each you see over time its purchases, trims, sales with the realised profit, where the proceeds went and dividends by year.
Performance of all purchasesNew
It shows how much of your own money you put in and how much it has grown, even after trims or after using sale proceeds to buy another stock. A table adds up the full result of every stock including the shares sold, and for each sale you see where its proceeds went and how much is left in the account. The return also includes gross dividends for the shares you held before the ex-dividend date.
Target and stop-loss
Note a target price and a stop level for each stock and see how many per cent away they are.
Notes on stocks
Write down the reason for a buy with a date, so that in a year you can judge whether your reasoning held.
Chart, news and company figures
A stock comes with a daily, weekly and monthly chart, news, a company description and basic figures.
Dividend estimate
From the latest dividends paid it shows an indicative yearly income from the positions that pay them.
Historical snapshot
Pressing Refresh data saves a snapshot of the portfolio for that day, and you return to an older date by picking it from a list.
Portfolio on the overview
In your personal space you also see the amount invested, the portfolio value and the return in per cent on the main overview.
Signals and Skin in the game
Signals
A list of the stocks the SALDAT founder is buying or plans to buy, with a target price, the current price and the room to the target.
Skin in the game
The founder's real positions with the average buy price, the change in per cent and the weight in the portfolio.
Being rolled out gradually
These tools are finished in the app, but not every account has them switched on yet. We are enabling them step by step.
WatchlistRolling out
The stocks you follow with the current price, a target price, the distance to it and a star for the most interesting ones.
Record a purchase from the WatchlistNewRolling out
On a Watchlist stock the Record purchase button opens the Portfolio form with the ticker, today's date and the current price filled in, so you only add the number of shares and can remove the stock from the Watchlist once it is saved.
Market scannerRolling out
From the most traded US stocks it picks companies with more than a thousand employees, a high book value relative to price and a strong institutional share.
Hide owned in the ScannerNewRolling out
One button hides the stocks you already hold in your Portfolio from the Scanner results, so you only see new opportunities, and the browser remembers the choice for next time.
13D/G scannerRolling out
It searches filings to the US regulator about acquiring a large stake in a company over the last 7 to 90 days.
13F fundsRolling out
For nine large managers including Berkshire Hathaway it shows new positions and significant increases from their quarterly filings.
Fund quartersRolling out
It compares two quarters of the same fund, so you see how the positions it opened back then have developed.
Scan historyRolling out
Scan results are saved into a calendar and you return to an older scan with one click.
🎓 Learning · 14
Flashcards with spaced repetition and a language trainer built from your own texts
How you learn
Spaced repetition
After every correct answer the gap between repetitions grows, so you spend your time on the cards you do not know yet.
Four-step rating
Rate your answer as Again, Hard, Good or Easy, and each button shows in how many days the card comes back.
Daily limit of new cards
For each deck you set how many new cards a day you can handle, so the learning does not swamp you.
Keyboard control
Space reveals the answer, keys 1 to 4 rate it and the S key reads the card out loud.
Progress overview
You see how many cards are due today, how many are new, how many you have in total and how many you have learned.
Languages
Recognise and say
One word makes two cards, because understanding a word and being able to say it are two different skills.
Fill in the blank
When you add an example sentence to a word, you also get a card where you fill the word into the sentence.
Pronunciation out loud
Your browser reads the card in a voice of the foreign language, so you know the word from more than its written form.
Nine languages
You can learn English, German, Spanish, French, Italian, Polish, Czech, Hungarian and Russian.
A guide to learning a language
The module has five short tips and a guide that helps you set up your first topic in a few minutes.
Your own content
Cards from your own text
Paste the lyrics of a song, an article or subtitles, the app splits it into lines and you tick what you want to learn and add the translation.
A source on the card
Note which song or film a word comes from, and the source shows under the answer.
Decks for anything
Besides languages you create decks for school terms, abbreviations at work or anything you need to remember.
Editing without losing progress
When you fix a typo in a card the repetition schedule does not change, and what you learned stays learned.
🏋️ Fit · 14
A training plan and meal plan built around your goal, time and equipment
A plan made for you
Setup in four stepsNew
You enter details about yourself, your goal and activity, how you want to train and how you eat. The plan and meal plan come from your answers and you can change them in Settings at any time.
Fits your time and equipmentNew
The plan has 2 to 6 sessions a week of 30 to 75 minutes, for the gym or for home with dumbbells, focused on the upper body, the whole body or the legs.
Respects shoulder, back and kneeNew
When you report a limitation, the plan leaves out the exercises that load that area most and uses gentler ones with the same movement.
Swap an exerciseNew
When a machine is taken or an exercise does not suit you, swap it for another with the same movement that works with your equipment.
Training
Exercises with photos and techniqueNew
Every exercise has photos of the start and end position that alternate like an animation, plus what it does, why to do it, step by step technique and the most common mistake.
Set log and adding weightNew
For each exercise you log weight and reps. Next time you see what you lifted last, and when all sets reach the top of the range, Fit reminds you to add weight.
The plan explained with sourcesNew
The How the plan works page explains the number of sets, reps in reserve, supersets and the 12 week progression, with links to research from 2025 and 2026.
Food
Calories and macros for youNew
Your calorie, protein, fat and carb targets are calculated from your profile and goal. If a doctor or dietitian set them for you, you can overwrite them.
Meal plan with variantsNew
The meal plan is built from a template scaled to your calories. Every meal has variants A, B and C, you pick them for each day and you can edit both meals and foods.
Shopping list and pantryNew
The shopping list with amounts is built from the variants for the next 7 days. When you mark a meal as eaten, your pantry goes down.
Food diaryNew
You log food manually, from the meal plan with one click or with a photo, and see how much is left until your daily target.
Expenditure from your watchNew
When you enter your daily expenditure from your watch, the calorie target for that day is recalculated from it and your planned deficit.
Progress
Weight and waistNew
You record your weight and waist and the chart shows them together with the plan from your start to your target weight.
Fit on the overviewNew
The shared overview shows whether you train today and how many calories you have eaten against your target.
🧭 Overview, team and account · 21
One sign-in, one overview and people who see exactly what you allow
Overview and calendar
Shared overview
After signing in you see open tasks, the month's income and spending, the cards due for review today and, in your personal space, the portfolio.
A calendar across modules
A monthly, weekly or daily calendar holds tasks with a due date, the next recurring payments and, in a business, invoice due dates.
Moving a task in the calendar
Drag a task to another day in the calendar and its due date changes on the board as well.
External calendars
Connect Google or another calendar through an iCal link and see its events in the overview and in Tasks.
Nearest deadlines and balances
Below the tiles there is a list of the nearest tasks with their board and a table of account balances.
Spaces and people
Personal and business space
Private tasks and finances sit in your personal space, invoicing in the business one, and you switch between them in the menu.
Invitations
Invite a person by e-mail, the link is valid for 14 days and the invitee pays nothing, as they take a seat from your plan.
Three roles
An Admin manages people, a Member edits data, and the Read-only role sees everything but changes nothing.
Sharing per module
For each person you tick which modules they see, so the pages of a hidden module cannot be opened even through a direct address and its data does not appear on the overview or in the calendar either.
Your own top menu
In the settings you choose which modules you want in the top menu, so unused ones do not get in the way.
Account and security
Two-factor authentication
Secure your sign-in with a code from an authenticator app, and get recovery codes in case you lose your phone.
Data export
Download the data of your spaces at any time as a single file in JSON format, without uploaded attachments.
Account deletion
Delete the account yourself in the settings after confirming with your password and a control word, and the app cancels the subscription as part of it.
Subscription in one place
Change your plan, cancel at the end of the period or renew in the account settings, and one subscription covers all modules.
Slovak and English
Set the language once on your account and it applies to all modules and to the e-mails the app sends you.
Dark and light mode
Switch between the dark and the light look in the menu and the choice is remembered.
Help and mobile
An app on your phone's home screen
Add SALDAT to the home screen of an Android phone or an iPhone without an app store and it opens full screen, though it needs the internet.
Support with a screenshot
Send a message to support from the menu and, with your consent, a screenshot is attached so you do not have to describe the problem.
Settings check
The app checks your verified e-mail, the subscription and, for a business, missing details such as the company ID or IBAN, and tells you what to complete.
Help
Help has a chapter with step-by-step guides for every module, which you open from the menu in a new tab.
Free online demo
On the website you book a 20-minute call in which the founder shows you the app and answers your questions.
We could not find such a feature in the list. Try another word, or tell us what you are missing. Write to us
Try them on your own data
The first 14 days are free, with access to every module. If you would rather see the app live first, book a free online demo.