Pricing
Features

Everything you need to master your money

Powerful tools that work together seamlessly, from real-time bank syncing and transaction tracking to intelligent budget alerts that keep you on course.

Transactions

View and manage your income and expenses.

All typesAll categoriesAll sources
DateDescriptionCategoryAmount
Mar 14Monthly Salary
Salary
+$8,450.00
Mar 13Whole Foods Market
Grocery
-$127.84
Mar 12Electric Bill
Utilities
-$94.20
Mar 11Uber Ride
Transport
-$24.50
Mar 10Sushi Restaurant
Dining
-$68.00
Mar 9Amazon Order
Shopping
-$45.99
Transactions

Every dollar, accounted for.

Import transactions directly from your bank via Plaid, upload a CSV from any financial institution, or add entries by hand. Powerful filters let you slice by type, category, date range, or source. Select multiple transactions at once for bulk edits, re-categorization, or deletion.

Bank sync via Plaid
CSV import
Manual entry
Bulk operations

Budgets

Track your spending limits for March 2026.

Grocery
82%
$820 / $1,000
Dining
93%
$560 / $600
Transport
53%
$210 / $400
Utilities
75%
$264 / $350
Shopping
46%
$230 / $500
Entertainment
23%
$45 / $200
Budgets

Set limits. Stay on track.

Create monthly budgets for each spending category and track them with visual progress bars that update in real time. Color-coded alerts warn you at 75% and 90% of your limit, and optional email notifications make sure you never miss a threshold.

Per-category limits
Visual progress bars
Smart email alerts
Month-by-month tracking

Spending Trends

Last 6 months

Oct
Nov
Dec
Jan
Feb
Mar
$3,150
Avg. monthly
$4,280
Highest month
$3,284
This month
Insights

See where your money goes.

Interactive charts break down spending by category so you can see exactly where every dollar goes. Compare income versus expenses over any time range, surface recurring trends, and make smarter financial decisions backed by real data.

Category breakdown
Income vs expenses
Spending trends
Real-time updates

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