Track spending, import bank statements, let AI categorize your transactions, and stay tax-ready, all in one place.
Free Pro Trial
Import CSV, OFX, or QFX from any bank
Share finances with your partner
Built for real people, not accountants.
Period-over-period spending comparisons, category drill-downs, and trend analysis, all generated automatically from your transactions.
Get a real grade on your financial health, updated daily based on your savings rate, debt load, budget adherence, and emergency fund.
Enter your debts and run Avalanche, Snowball, or Minimum Payment strategies to find the fastest, cheapest path to debt freedom.
See your net worth, monthly income, expenses, and savings goals at a glance with real-time charts that update as you go.
Set monthly budgets by category. Get email alerts at 75%, 90%, and 100% so you never overspend without knowing it.
Track stocks, ETFs, crypto, and TSP/401(k) funds. Stock and crypto prices update via Yahoo Finance and CoinGecko. TSP fund prices pull directly from official tsp.gov government data daily, accurate to 4 decimal places. See your full portfolio alongside bank accounts in one place.
See your complete financial picture: bank accounts, investments, physical assets, and debts combined into one number. Track how your net worth changes over time with 30-day, 90-day, 6-month, and 1-year charts.
Visual breakdown of where your money goes. See spending by category, top merchants, and monthly trends with time range filters from 7 days to 1 year.
Upload a CSV, OFX, or QFX from Chase, BofA, Wells Fargo, Banco Popular, or any bank. No manual entry. No linking required.
Manage finances together as a couple or family. Invite your partner, share accounts, budgets, investments, and more, with full control over what each person can see. Built for two people managing money as one.
Mark deductible expenses throughout the year and export a clean tax summary for your accountant in one click.
Set up rent, salary, subscriptions, and bills once. They post automatically every month so your books stay current without manual entry.
Sign up free in under 30 seconds. No credit card needed.
Import a bank statement CSV or add transactions manually.
Your dashboard comes alive with charts, budgets, and insights.
Start free. Upgrade when you're ready.
Perfect for getting started
For serious money management
See Free vs Pro at a glance.
| Feature | Free | Pro |
|---|---|---|
| Dashboard | ✓ | ✓ |
| Transactions | 125/mo | Unlimited |
| Accounts | 1 bank + 1 card | Unlimited |
| Statement Import | CSV | CSV, OFX, QFX |
| Recurring Transactions | ✓ | ✓ |
| Categories | ✓ | ✓ |
| AI Insights & Trends | ✗ | ✓ |
| Financial Health Score & Grade | ✗ | ✓ |
| Debt Payoff Planner | ✗ | ✓ |
| Investment Tracking | ✗ | ✓ |
| Savings Goals & Budgeting | ✗ | ✓ |
| Budget & Spend Alerts | ✗ | ✓ |
| Household Sharing | ✗ | ✓ |
| Tax Summary Export | ✗ | ✓ |
| Subscriptions Tracker | ✗ | ✓ |
| TSP/401(k) Auto-Pricing | ✗ | ✓ |
| Net Worth Dashboard | ✗ | ✓ |
| Expenses Breakdown | ✗ | ✓ |
| Priority Support | ✗ | ✓ |
"Finally an app that doesn't require a finance degree. I imported my Chase statement and was set up in minutes."
"The AI categorization saves me hours every month. My accountant loves the tax export feature."
"I use it to track all my family expenses. The recurring transactions feature is a game changer."
30-day free Pro trial. No credit card needed. Upgrade or cancel anytime.
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