NewPersonal Finance, Simplified

See your finances clearly in 30 seconds.

Import your bank transactions, get instant insights, and organize your money with tags, budgets, and expense tracking. No setup screens. No complexity.

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All-in-one finance

Your complete finance toolkit. Import bank data, categorize transactions, and track spending across all your accounts.

Import & Insights

Import OFX/QFX bank files and see spending patterns, account balances, and net worth instantly.

Account Management

Track checking, savings, credit cards, investments, and loans in one unified view.

Transaction Tagging

Organize transactions with custom tags. Auto-categorize recurring expenses for effortless tracking.

Budget Tracking

Set monthly budgets by category and get visual progress indicators showing where you stand.

Expense Analytics

Color-coded breakdowns of spending by category, merchant, and time period with exportable reports.

Net Worth Dashboard

See your complete financial picture — assets minus liabilities, tracked over time.

Built for real people managing real money.

Enterprise-grade security with row-level data isolation. Your financial data is encrypted, private, and never shared. Multi-user support lets families and teams collaborate.

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Start for freeNo credit card required.

Simple pricing for every financial life

Start free with one account. Upgrade when you need more.

Free
Personal
For individuals getting started with their finances
$0.00/month
Billed monthly
  • 1 bank account
  • Transaction import (OFX/QFX)
  • Basic spending categories
  • Monthly summary
  • Data export
Popular
Plus
For individuals who want the complete picture
$7.99/month
Billed monthly
  • Unlimited bank accounts
  • Custom transaction tags
  • Budget tracking
  • Expense analytics
  • Net worth tracking
  • Priority support
Family
For households managing finances together
$14.99/month
Billed monthly
  • Everything in Plus
  • Up to 5 team members
  • Shared budgets & goals
  • Per-member spending views
  • Audit log
  • Dedicated support