How it works
Up and running in minutes
Three simple steps to take control of your finances. Most people are up and running in under two minutes.
01
Connect your accounts
Link your bank through Plaid in seconds. We use read-only access, so your credentials stay with your bank and we can never move your money.
- Supports 10,000+ financial institutions
- 256-bit encryption for all connections
- Read-only access to your transaction data
- Disconnect anytime from settings
02
Set your budgets
Create spending limits for each category. Visual progress bars update in real time, and smart email alerts warn you at 75% and 90% so you can course-correct before it is too late.
- Per-category monthly limits
- Visual progress bars with color coding
- Email alerts at custom thresholds
- Automatic rollover tracking
03
Watch your wealth grow
Track income vs expenses, spot trends in your spending, and make smarter financial decisions with visual insights.
- Interactive spending charts
- Category breakdown analysis
- Month-over-month comparisons
- Net savings tracking
Start your journey to financial freedom
Join thousands of people who have already simplified their finances. Setup takes less than two minutes.
Get started for freeNo credit card required