Your money should make life easier.
Bring your accounts, spending, and goals together. Find a little more room for you.
Securely connected with Plaid.
Read-only access. Your money stays put.
YOUR MONTH, AT A GLANCE
Left in your budget
$1,840.00A little breathing room.A little peek inside. Try the tabs above.
No more bouncing between bank apps or wondering where it all went. Just a clearer view of today, and a better plan for tomorrow.
Meet your new money toolkitMake a plan by category, see where you stand, and adjust as life happens.
Room for the things you love.
Automatic categories with rules you can see, change, and make your own.
Keep subscriptions and upcoming bills in view. Catch the little charges that add up.
The big trip. The down payment. The just-in-case fund. Watch your progress become possibility.
No elaborate setup. No perfect spreadsheet.
Just start where you are.
Connect your banks securely with Plaid, import a file, or add an account manually. Your choice.
Set your categories and budgets. Save rules that take the repeat work off your plate.
See your spending clearly, plan for upcoming bills, and put a little more toward your goals.
Your bank connection is read-only. Effortless can organize your transactions, but it can never move your money.
Yes. All features are free during early access, with no credit card required. We plan to introduce paid options eventually and will give you notice before anything changes.
No. You can add accounts and transactions manually, or import transactions from a CSV file. Bank connections through Plaid are there if you want automatic updates.
Absolutely. Effortless works on your phone, tablet, and computer. You can also add it to your home screen from your browser for quick access.
Your data belongs to you. You can export it from the app, disconnect your bank accounts, and contact us to request account deletion.
Start with a clearer picture of your money.
See where it takes you.