Product comparison
CompiledSanity vs WealthScout: features and differences
Compare CompiledSanity and WealthScout for data control, household records, reviews and plans.
- Checked
- July 26, 2026
- Written by
- WealthScout
Short answer
CompiledSanity suits people who want a Google Sheet that they can edit and keep in their own account. WealthScout suits households that prefer set records, shared access, guided reviews and plans without formula checks or file moves. Its hosted app takes less work to maintain.
Which product fits your needs?
WealthScout suits you if
- You want set records with checks instead of linked tabs and formulas.
- You need people, owners and entities kept apart.
- You want shared household access in a hosted app.
- You want current records, dated reviews and plans in one app.
CompiledSanity suits you if
- You want a Google Sheet that you control.
- You want to edit the formulas yourself.
- You want the file in your Google account.
- You are willing to maintain and move a spreadsheet.
What each product does
Both track shares, property, loans and net worth, both forecast the years ahead, and neither needs a bank link. The table holds the questions where the two answers differ. Plan, country and release limits may change what you can use.Notes and sources for this comparison
- Can I host the file and edit the formulas myself?
WealthScout
No. Records sit in a hosted app with set fields and access controls. You can export the raw data.
CompiledSanity
Yes. The Google Sheet stays in your Google account and you can change its formulas.
- Do updates arrive without moving my data?
WealthScout
Yes. The app updates in place and leaves your records where they are.
CompiledSanity
No. A new sheet version needs a data move. It ships a tool that does the move.
- Are people, entities and owners kept as separate records?
WealthScout
Yes. Each person, entity and asset owner has its own record inside one household.
CompiledSanity
No. A sheet spreads people, owners and asset types across cells and tabs.
- Does a review show what needs checking before it closes?
WealthScout
Yes. It lists the records to check, takes your confirmation, then closes a dated snapshot.
CompiledSanity
No. It records the months you choose and reports on them inside the sheet.
- Can the household share access with set controls?
WealthScout
Yes. Access is set per person in the app.
CompiledSanity
Partly. You share the file through Google, with whatever Google offers.
- Can I get a tax report for my share trades?
WealthScout
Partly. Share tax reports use released rules, and only for supported countries.
CompiledSanity
Partly. The sheet estimates gains from your holdings rather than making a country tax report.
WealthScout removes sheet upkeep
CompiledSanity uses Google Sheets. You control the file, but you must check its formulas and new sheet versions.
WealthScout updates the app in place. Set forms and checks replace linked tabs and formulas that a user can change by mistake.
Set records keep each owner clear
A sheet can mix people, owners and asset types across cells and tabs. That makes later checks harder.
WealthScout keeps people, entities, shares, property, cash, loans and plans in set records. Each change follows the same rules and stays in the household history.
A guided review does more than save a month
CompiledSanity can record chosen months and show monthly reports. WealthScout first shows which records need work, then asks the household to confirm the review.
The final snapshot supplies the figures for history, reports and plans. The household does not need to copy the same month into another model.
Household access needs more than a shared file
CompiledSanity keeps the file in your Google account and says that it needs no bank links. You control who can open the file through Google.
WealthScout gives the household set access through the app. It keeps people and ownership entities as separate records and names the firms that host or process its data.
Common questions
Where does each product keep the household record?
CompiledSanity keeps the record in a Google Sheet in your account. WealthScout keeps it in a hosted app with set records, access controls, checks and updates.
Which gives me more control of my data?
CompiledSanity gives you direct control of the sheet file and formulas. WealthScout gives you raw export, set access controls, record checks and a clear history without asking you to maintain the file.
Which is easier to maintain?
WealthScout. It updates the app in place and uses set forms, checks and review steps. CompiledSanity includes a tool that moves data, but you still run a sheet and move data when a new version needs it.
Can both track a couple?
Yes. WealthScout keeps each person and ownership entity as a separate record inside one household. A couple can use CompiledSanity, but the sheet does not use the same set record model.
Build one record for your whole household
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