1

Connect Your Banks Securely

Multiple secure connection methods to link your bank accounts from United States, Canada, Mexico, Chile, Brazil, Argentina, and Colombia.

Automatic Bank Sync

Secure direct connections with bank-grade encryption. No credential sharing. Real-time synchronization available for USA (11,000+ banks) and Canada (300+ banks). On our roadmap for Chile and Brazil.

Chrome Extension

Browser-based secure connection with full control over your banking sessions. No credential sharing with third parties. Available for major Mexican banks: Banamex, Banorte, and HSBC.

Manual Transaction Import

Complete privacy and control. AI-powered file recognition for PDFs and images. You choose what data to upload. Works with any bank worldwide.

Connect Your Bank

Choose your bank below to connect

Select your bank
BBVA
BBVA
SAN
Santander
ITAÚ
Itaú
NU
Nubank
Your banking credentials are encrypted and never stored

Importing Your Financial Data

Accounts
Transactions
Balances
Cards
Overall Progress
2

Keeping Your Data Up to Date

How your data stays current depends on how you connect: real-time automatic sync for US and Canadian banks, one-click refresh for Mexican banks through our extension, and fast AI import for statements everywhere else.

Real-time Sync

Automatic real-time balance and transaction updates for connected US and Canadian banks; Mexican banks refresh on demand through the extension.

Smart Categorization

Automatic transaction categorization with AI-powered insights to help you understand your spending patterns across different categories.

Multi-Currency Conversion

Real-time currency conversion, geo-location detection, and seamless international transaction tracking.

3

Track & Analyze Your Finances

Get comprehensive insights, smart budgeting tools, and actionable analytics to make informed financial decisions.

AI-Powered Insights

Get personalized financial insights, spending pattern analysis, and predictive recommendations to optimize your money management.

50-30-20 Budget Rule

Automatically apply the proven 50-30-20 budgeting rule with intelligent categorization and spending tracking.

Comprehensive Dashboard

View your complete financial picture with interactive charts, goal tracking, and customizable financial health monitoring.

Net Worth

$89,450
+12.5%

Monthly Budget

$2,850
68% used

Ready to Take Control of Your Finances?

Connect your bank or import your statements and see your whole financial picture in one place. Start your free trial today.

Simple, Transparent Pricing

Choose the perfect plan for your financial management needs

Beta Special introductory pricing - Lock in these rates forever!
Monthly Annual Save 17%

Plus

$9.99USD/month

Billed annually at $99.00/year

Save $20.88/year

14-day free trial

Essential tools for personal finance management

4Banks
10Accounts
5Imports/mo
  • Everything in FreeAll features from Free plan included
  • Automatic bank syncAutomatic synchronization of transactions and balances (US & Canada)
  • Advanced analyticsDetailed spending trends, charts, and financial insights
  • Custom categoriesCreate your own spending categories to organize transactions
  • Data export (CSV/Excel)Export your financial data to CSV or Excel for external analysis
  • Multi-currency supportTrack accounts in multiple currencies with automatic conversion
  • Email supportGet help via email with responses within 24 hours
Most Popular

Pro

$24.99USD/month

Billed annually at $249.00/year

Save $50.88/year

14-day free trial

Advanced features for power users and families

10Banks
30Accounts
20Imports/mo
  • Everything in PlusAll features from Plus plan included
  • Priority supportFaster response times and dedicated support queue
  • Transaction splittingSplit a single transaction into multiple categories for more accurate budgeting
  • Crypto auto-pricingAutomatic hourly price updates for your cryptocurrency holdings

Business

$79.99USD/month

Billed annually at $799.00/year

Save $160.88/year

14-day free trial

Professional tools for teams and businesses

Banks
Accounts
Imports/mo
  • Everything in ProAll features from Pro plan included
  • Dedicated account managerPersonal account manager for onboarding and ongoing support
  • SLA guarantee (99.9%)Guaranteed 99.9% uptime with service level agreement
  • Priority phone supportDirect phone access to support team during business hours
  • API accessGenerate personal access tokens with fine-grained scopes to access your data programmatically

Free Free forever

Get started with basic financial tracking

Get Started Free
2 bank connections Connect up to 2 banks from United States, Canada, Mexico, Chile, Brazil, Argentina, or Colombia 4 accounts Track up to 4 accounts including checking, savings, and credit cards 1 transaction import Import transactions from a PDF or image file using AI recognition — 1 per month Basic dashboard View your financial overview with account balances and recent transactions 90-day transaction history Access your transaction history for the last 90 days Basic categories Organize transactions with preset spending categories Manual account tracking Add and track accounts manually without bank connection Budget tracking Set and track monthly budgets for your spending categories Financial Inventory Track all your assets and liabilities — real estate, vehicles, crypto, and more — to see your complete net worth Basic cashflow View your income and expenses flow with basic analytics Bill calendar & reminders Track recurring bills on a calendar with custom reminders and AI-suggested matches when transactions sync Community support Get help from our community forums and knowledge base
No credit card required 14-day free trial Cancel anytime