Connect your banks, track net worth over time, manage every transaction, and set budgets — all in one private dashboard.
Total Net Worth
$84,240
Income
+$6,500
Expenses
-$3,120
Cash Flow
+$3,380
Budgets
What you get
Every view is live. Every number is yours. No manual entry, no spreadsheets.
Cash Flow
Income flows into expenses and savings — visualised as a live Sankey diagram, updated on every sync.
April 2026
$6,500 income
Net Worth
Daily snapshots build a trend. Watch your assets outpace your liabilities, month after month.
$84,240
+$14.8ksince January
Transactions
Bank descriptions cleaned up. Merchant names, categories, and types — fixed automatically via your own rules.
Employer Direct
Income+$4,200.00
Robinhood
Transfer-$500.00
Whole Foods
Groceries-$112.48
Netflix
Entertainment-$15.99
Budgets
Set per-category limits. Bars turn yellow at 75%, red when over — so you always know where you stand before month-end.
April 2026
How it works
No spreadsheets, no manual entry. Just connect and go.
Link any checking, savings, investment, or credit account via secure bank-grade OAuth.
Transactions and balances update automatically. Categories and merchant names are cleaned up instantly.
Net worth, cash flow, budgets, and account history — all in one live dashboard, always up to date.
We never sell your data or share it with advertisers. Your financial data is private by design.
Bank access tokens are encrypted at rest before storage.
Database enforces that you can only access your own data.
We never see your bank login — credentials go directly to Plaid.
Connect your accounts in minutes. A clear, live view of your finances — always.