Connections
Support for over 12,000+ financial institutions & growing rapidly.
Account Segmentation
Group accounts in custom ways to control biz/personal/family matters.
Security
Bank-level security. 256-bit encryption so your data is never at risk.
We handle the heavy lifting on categories, budgets, & transactions.
Categories
Create unlimited categories & groups to fit your lifestyle. (+ emojis)
Budgets
Set goals so you know where every penny is going.
Rules
Set transaction rules & spend less than 5min/month checking in.
Your finances are unique to you, now your tracking experience can be too.
Blocks
Use blocks & templates to quickly spin up any tracking scenario.
Calculator
Need to perform a custom calculation? We got you covered.
Artificial Intelligence
Simply ask the ai questions to learn about your finances.
Feel
Clear
In Control
Refreshed
Empowered
Decisive