Smart money made simple

Run your money like a CFO—without the spreadsheets.

Monthly Budget
On Track
New Car
$30K
College Fund
$50K
Savings
$20K

See your complete financial picture

Consolidated accounts, customizable categorization, intelligent budgets, and actionable insights—all in one place.

Financial summary showing income, expenses, savings trends

Recent Transactions

DateMerchantCategoryAmount
Oct 11Costco🥗 Groceries$143
Oct 10Shell Gas🚗 Transport$48
Oct 9Netflix🎬 Entertainment$16
Oct 6Paycheck💰 Income$3,250

Budget Categories

CategorySpendBudgetStatus
🏠Rent/Mortgage
$2,400$2,400
🥗Groceries
$385$600
🍽️Dining & Drinks
$355$300
🚗Transportation
$380$350

Anomalies Review

DateMerchantAmount
Oct 26
Home Depot
🔨 Home & Supplies
$1,619×
Oct 19
Best Buy
📱 Electronics
$549×
Oct 11
Youtube TV
📺 Subscriptions
$85×

Everything you need to master your money

Powerful features designed for busy families who want financial clarity without the complexity.

Automated Categorizer

Machine learning instantly categorizes every transaction. No manual tagging needed—just connect your accounts and let us handle the rest.

Real-time Spending Insights

See where your money goes the moment you spend it. Get alerts for unusual activity and stay on top of your financial health 24/7.

Budget Goals

Set category budgets and savings goals that adapt to your lifestyle. We'll keep you on track with personalized recommendations and progress updates.

Works with your favorite banks

Securely connect to thousands of financial institutions

Chase logo
Citi logo
Wells Fargo logo
Bank of America logo
Capital One logo
American Express logo

Your security is our foundation

We use industry-leading security measures to keep your financial data safe and private.

Secure Data Protection

Industry-standard security including encrypted passwords, HTTPS encryption, and secure storage. Your financial data is protected using the same standards trusted by major financial institutions.

Read-Only Access

We can only view your transactions—never move money. Your accounts stay completely under your control.

Privacy First

Your financial data is never sold or shared with third parties. We're committed to keeping your information private.

Secure Authentication

Your account is protected with secure authentication. We use encrypted passwords and token-based access to ensure only you can access your data.

Ready to take control of your finances?

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