All the moving pieces of your financial life, finally in one place. Less keeping up. More looking ahead.
Everything where you need it.
Your connections are read-only. Your money stays put.
Transactions are organized with visible merchant mappings, Plaid-provided categories, and rules you control.
Connect banks, credit cards, and credit unions via Plaid. One place to see all your accounts.
Set monthly spending limits by category. See in real time how much you've spent and how much is left.
Charts and breakdowns of where your money goes — by category, by month, over time.
Effortless surfaces your recurring charges automatically so nothing slips through unnoticed.
Set a target, add contributions, and see your progress toward something that matters.
Add transactions manually, import CSV and bank files, or export your data and a full backup. Your financial picture belongs to you.
Make a little room for the life you want. Free during early access.