At our core, we aim for simple.
At our core,
we aim for simple.
How it works in 3 steps:
How it works in 3 steps:
1. Connect Accounts
Single source of truth to see data from all financial accounts.
2. Immediate Insights
Track everything at a glance with real-time dynamic dashboards.
3. Do More If You Want
Integrate with Notion or Google Sheets for more custom tracking.
This will make you feel:
Clear
Stay up to date with your financial life.
In Control
No more putting off your goals.
Refreshed
Peace of mind from the data.
Empowered
No more guessing games.
Decisive
Actionable insights you can move on.
Get up to speed and stay up to date.
Setup takes like 38 seconds.
Get up to speed and stay up to date.
Setup takes like 38 seconds.
Get up to speed and stay up to date.
Setup takes like 38 seconds.
Other features not from this planet
Tens Of Thousands
We support tens of thousands of Financial Institutions including brokerages! We are rolling out support to new countries as quickly as we can.
Crypto Connections
Securely connect to dozens of exchanges, wallets, and blockchains to pull live data across your crypto accounts and track everything in real time.
Direct Integrations
Get the best out of having fully hands-off tracking whilst still being given the superpowers of using custom tools like Notion and Google Sheets when you want to supercharge your setup.
Data Workflows
Truly customizable tracking: you decide WHICH financial data you want to map to your templates. Don’t want clutter? Don’t add it.
Dashboard Settings
Use our summary & reports dashboard to configure settings just the way you want. Filter out accounts, transfer settings, dates, returns, etc.
Date Selection
We are focused on creating custom date filters that allow you to view your finances across all of the most relevant time periods including weeks, months, quarters, and years.
Auto-Categorization
Transactions will be automatically categorized as they come in! This allows for a more hands off approach by default.
Smart-Filtering
Want to track all of your accounts for net-worth purposes, but only some of them for cash flow? Choose which accounts flow data into what report with the click of a button.
Emergency Fund
Get an automatic and real-time recommendation for an emergency fund goal based on your average monthly expenses.
Earnings Goal
We give you instant and always updating earnings goals based on the amount actually coming into your account each month so you never get complacent.
Net Worth
See your total net worth broken down by assets and liabilities so you can always be sure where you stand.
Asset Breakdown
See a breakdown of the different assets you hold so you can spot areas of opportunity.
Cashflow Insights
See the trends in your income and expenses over time so you can stay in the drivers seat.
Debt Insights
It's never a good idea to neglect your debt. These numbers are a lot more approachable when you understand where they are coming from and why.
Top Inflows + Outflows
Curious to see what the LARGEST transactions you've had over a given time are? We've got you covered. Bring visibility to areas of big impact.
Category Rollup Reports
See exactly where your money is going within each category so you aren't left guessing where to make changes.
Financial Freedom
Financial Freedom is when your passive income exceeds your expenses. This is a big goal for a lot of us. We do the heavy lifting in telling you exactly what your estimated goal is based on your real-time lifestyle.
Monthly Passive
See exactly how much money you spend / need to make passively each month to live off of. We will show you your monthly expenses always averaged over the last 6 months.
Other features not from this planet
Tens Of Thousands
We support tens of thousands of Financial Institutions including brokerages! We are rolling out support to new countries as quickly as we can.
Crypto Connections
Securely connect to dozens of exchanges, wallets, and blockchains to pull live data across your crypto accounts and track everything in real time.
Direct Integrations
Get the best out of having fully hands-off tracking whilst still being given the superpowers of using custom tools like Notion and Google Sheets when you want to supercharge your setup.
Data Workflows
Truly customizable tracking: you decide WHICH financial data you want to map to your templates. Don’t want clutter? Don’t add it.
Dashboard Settings
Use our summary & reports dashboard to configure settings just the way you want. Filter out accounts, transfer settings, dates, returns, etc.
Date Selection
We are focused on creating custom date filters that allow you to view your finances across all of the most relevant time periods including weeks, months, quarters, and years.
Auto-Categorization
Transactions will be automatically categorized as they come in! This allows for a more hands off approach by default.
Smart-Filtering
Want to track all of your accounts for net-worth purposes, but only some of them for cash flow? Choose which accounts flow data into what report with the click of a button.
Emergency Fund
Get an automatic and real-time recommendation for an emergency fund goal based on your average monthly expenses.
Earnings Goal
We give you instant and always updating earnings goals based on the amount actually coming into your account each month so you never get complacent.
Net Worth
See your total net worth broken down by assets and liabilities so you can always be sure where you stand.
Asset Breakdown
See a breakdown of the different assets you hold so you can spot areas of opportunity.
Cashflow Insights
See the trends in your income and expenses over time so you can stay in the drivers seat.
Debt Insights
It's never a good idea to neglect your debt. These numbers are a lot more approachable when you understand where they are coming from and why.
Top Inflows + Outflows
Curious to see what the LARGEST transactions you've had over a given time are? We've got you covered. Bring visibility to areas of big impact.
Category Rollup Reports
See exactly where your money is going within each category so you aren't left guessing where to make changes.
Financial Freedom
Financial Freedom is when your passive income exceeds your expenses. This is a big goal for a lot of us. We do the heavy lifting in telling you exactly what your estimated goal is based on your real-time lifestyle.
Monthly Passive
See exactly how much money you spend / need to make passively each month to live off of. We will show you your monthly expenses always averaged over the last 6 months.
Other features not from this planet
Tens Of Thousands
We support tens of thousands of Financial Institutions including brokerages! We are rolling out support to new countries as quickly as we can.
Crypto Connections
Securely connect to dozens of exchanges, wallets, and blockchains to pull live data across your crypto accounts and track everything in real time.
Direct Integrations
Get the best out of having fully hands-off tracking whilst still being given the superpowers of using custom tools like Notion and Google Sheets when you want to supercharge your setup.
Data Workflows
Truly customizable tracking: you decide WHICH financial data you want to map to your templates. Don’t want clutter? Don’t add it.
Dashboard Settings
Use our summary & reports dashboard to configure settings just the way you want. Filter out accounts, transfer settings, dates, returns, etc.
Date Selection
We are focused on creating custom date filters that allow you to view your finances across all of the most relevant time periods including weeks, months, quarters, and years.
Auto-Categorization
Transactions will be automatically categorized as they come in! This allows for a more hands off approach by default.
Smart-Filtering
Want to track all of your accounts for net-worth purposes, but only some of them for cash flow? Choose which accounts flow data into what report with the click of a button.
Emergency Fund
Get an automatic and real-time recommendation for an emergency fund goal based on your average monthly expenses.
Earnings Goal
We give you instant and always updating earnings goals based on the amount actually coming into your account each month so you never get complacent.
Net Worth
See your total net worth broken down by assets and liabilities so you can always be sure where you stand.
Asset Breakdown
See a breakdown of the different assets you hold so you can spot areas of opportunity.
Cashflow Insights
See the trends in your income and expenses over time so you can stay in the drivers seat.
Debt Insights
It's never a good idea to neglect your debt. These numbers are a lot more approachable when you understand where they are coming from and why.
Top Inflows + Outflows
Curious to see what the LARGEST transactions you've had over a given time are? We've got you covered. Bring visibility to areas of big impact.
Category Rollup Reports
See exactly where your money is going within each category so you aren't left guessing where to make changes.
Financial Freedom
Financial Freedom is when your passive income exceeds your expenses. This is a big goal for a lot of us. We do the heavy lifting in telling you exactly what your estimated goal is based on your real-time lifestyle.
Monthly Passive
See exactly how much money you spend / need to make passively each month to live off of. We will show you your monthly expenses always averaged over the last 6 months.