What You Get
One app for your entire
financial picture
Connect checking, savings, credit cards, loans, and investment accounts from over 10,000 financial institutions. See everything in one place.
Automatic transaction tracking
Every purchase, deposit, and transfer synced and categorized from all your linked accounts. Fully customizable categories so everything lands where it should.
Budgets that show you the truth
Set spending limits by category. See exactly where you stand with visual breakdowns updated in real time.
Investment portfolio tracking
Monitor holdings, cost basis, gains, and asset allocation across all your brokerage accounts.
AI insights that spot what you miss
Personalized analysis of your spending patterns and savings opportunities, powered by AI. Tired of dry financial reports? Pick a custom AI personality, from Snoop Dogg to a drill sergeant, and get briefings you'll actually want to read.
Share finances with family and friends
Family groups for shared budgets. Friend groups for splitting trips and rent. Investment groups for collaborative watchlists.
Goals, bills, and reminders
Track savings goals and never miss a bill. Automated reminders for recurring payments and due dates.
Fully customizable home feed
Rearrange your dashboard to show what matters most. Budgets, transactions, investments, groups, and insights, all arranged exactly how you want.
Bank-level encryption
Plaid secure connection
AWS cloud infrastructure
Row-level data isolation