Everything you need to master your money
Powerful features designed for busy families who want financial clarity without the complexity.
Consolidate All Your Money In One Place
Connect your bank and credit card accounts, providing a complete view of all your income and expenses. Transactions are automatically synced and imported.
Accounts
| Account | Type | Status | History |
|---|---|---|---|
 WF Checking | Checking | Synced | Jan 20 – Dec 15 |
 Sapphire Preferred | Credit Card | Synced | Jan 25 – Dec 16 |
 Double Cash | Credit Card | Synced | Feb 9 – Dec 20 |
Organize Your Data With Personalized Categories
Customize your reports by adding your own categories (e.g. Pet Care) to organize and track your financial data how it best suits your needs.
Review Transaction Details and Categorizations
Update transaction categories to your own preferences. The system learns your changes and automatically applies them to future transactions.
Transactions
| Date | Merchant | Category | Amount | |
|---|---|---|---|---|
| Oct 10 | Shell Gas | 🚗 Auto | $48 | |
| Oct 9 | Netflix | 🎬 Entertainment | $16 | |
| Oct 6 | Paycheck | 💰 Income | +$3,250 |
Budget
| Category | 3-Month Avg | Budget |
|---|---|---|
🏠Rent/Mortgage | $2,400 | $2,400 |
🥗Groceries | $213 | $200 |
🍽️Dining & Drinks | $115 | $100 |
| Total Expenses | $2,728 | $2,700 |
Set A Budget
Review your historical income and expenses, and adjust the auto-generated budget based on your own future expectations and goals.
Evaluate Your Financial Performance
Review your Profit & Loss (P&L) report that displays your current month progress and prior month performance. Click into the report for more details.
Profit & Loss
| Category | Spend | Budget | Status |
|---|---|---|---|
| Total Income | $4,200 | $4,100 | |
🥗Groceries | $130 | $200 | |
✂️Personal Care | $110 | $100 | |
| Savings | $750 | $700 | |
| Savings Rate | 18% | 17% |
Over Budget
Under Budget
Spend Increases
Spend Decreases
Identify Trends and Opportunities
Examine your spend analysis to understand the drivers of your financial performance and find savings opportunities.
Spot spikes and abnormal expenses
Check your high and unusual spending activity to help inform future spending decisions and make sure nothing is out of the ordinary.
Unusual Activity
| Date | Merchant | Amount | Rationale | |
|---|---|---|---|---|
| Oct 19 | 📱 Best Buy | $549 | Higher than typical amount | × |
| Oct 11 | 📺 Media Co. | $85 | First-time merchant | × |
Ready to get started?
Create your free account and start managing your money like a CFO today.