Every account. Every transaction. One number.
Connect 12,000+ banks, cards and brokerages. Transactions arrive categorized every day, and your net worth is charted from everything you own minus everything you owe.
Chase Checking$8,120.55
Fidelity Brokerage$98,127.40
Coinbase$2,580.32Chase Sapphire−$1,284.30Connect it all. Add the rest by hand.
Sign in on your bank’s own screen through Plaid and pick the accounts to share. Checking, savings, cards, brokerages, retirement accounts and loans sync every day. Property, a vehicle, cash or a private loan go in as manual accounts, so your net worth stays complete.
ChaseChecking, savings, credit cards
Bank of AmericaChecking, savings, credit cardsFidelityBrokerage, 401(k), IRA, HSACoinbaseCrypto
Categorized for you. Your edits win.
Every transaction lands with a merchant and a category. Change either, add tags and notes, combine filters to find anything, and fix many at once.
Corgi CafeCorgi CafeCard 4832Coffee Shops$6.45
Home DepotThe Home DepotCard 4832Kitchen renoHome$86.12
lululemonlululemonGold Card 1004Clothing$118.00
NetflixNetflixCard 4832Streaming$15.99What came in, and where it went.
Income against spending for any period, this month, last quarter or the year, so you can see whether you’re ahead or behind. Break it down by category, group or merchant, and open any row for the transactions behind it. Money moved between your own accounts stays out unless you say otherwise.
Your money, accounted for.
Connect your banks, cards and brokerages in minutes. Cancel anytime.