Connect all your bank accounts, track spending automatically, set budgets that actually work, and get AI-powered answers to your money questions.
No credit card required · Free forever plan available
Net Worth
$124,350
Monthly Spending
$3,241
Monthly Income
$7,800
Cash Flow
+$4,559
Recent Transactions
Whole Foods Market
🛒 Groceries
-$87.32
Netflix
🎬 Entertainment
-$15.99
Direct Deposit
💰 Income
+$3,900.00
Starbucks
☕ Coffee
-$6.50
Spending by Category
One app to replace your spreadsheet, your budgeting app, and your financial advisor.
Connect 12,000+ banks and credit unions via Plaid. Transactions import automatically — no manual entry.
See exactly where your money goes each month. Categorized spending charts update in real time.
Set monthly limits per category. Get alerted before you overspend — not after.
Set a target, track progress, and link a savings account. FinSight shows how close you are.
Ask questions in plain English. "Am I on track to save $10k by December?" — Claude answers with your real data.
Watch your net worth grow over time. Assets, liabilities, and trends — all in one view.
We take security seriously. Your financial data is encrypted, your credentials are never stored, and we never have write access to your accounts.
256-bit AES encryption for all stored credentials.
Plaid never allows transfers or writes to your accounts.
Built on Plaid, the same tech used by Venmo and Robinhood.