See your complete financial picture
Recent Transactions
| Date | Merchant | Category | Amount |
|---|---|---|---|
| Oct 11 | Costco | 🥗 Groceries | $143 |
| Oct 10 | Shell Gas | 🚗 Transport | $48 |
| Oct 9 | Netflix | 🎬 Entertainment | $16 |
| Oct 6 | Paycheck | 💰 Income | $3,250 |
Budget Categories
| Category | Spend | Budget | Status |
|---|---|---|---|
🏠Rent/Mortgage | $2,400 | $2,400 | |
🥗Groceries | $385 | $600 | |
🍽️Dining & Drinks | $355 | $300 | |
🚗Transportation | $380 | $350 |
Anomalies Review
| Date | Merchant | Amount | |
|---|---|---|---|
| Oct 26 | Home Depot 🔨 Home & Supplies | $1,619 | × |
| Oct 19 | Best Buy 📱 Electronics | $549 | × |
| Oct 11 | Digital Media Charge 📺 Subscriptions | $85 | × |
Financial clarity without the complexity
Automated Categorizer
Machine learning instantly categorizes every transaction. Just connect your accounts and let us handle the rest.
Budget Goals
Set category budgets and savings goals suited to your lifestyle. We'll keep you on track with personalized guidance and progress updates.
Real-time Insights
See where your money goes the moment you spend it. Track budget performance in real-time and stay on top of your financial health 24/7.
Works with your favorite banks
Bank-level security to keep your financial data safe
Secure Data Protection
Industry-standard security with encrypted passwords, HTTPS/TLS encryption, and Plaid's bank-level encryption standards.
Read-Only Access
We can view your transactions but never move money, make payments, or modify your accounts.
Privacy First
Your financial data is never sold or shared with third parties. We comply with CCPA/CPRA and state privacy laws.
Secure Authentication
Your account is protected with encrypted passwords and token-based authentication. Each account is completely isolated.
Join a growing community of people taking control of their finances.
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