Secure · Private · Automation-ready

Your finances, unified.

Import transactions from supported CSV exports and saved HTML pages for free, or connect your accounts automatically with Plus. Visualize cash flow with waterfall charts, track growth, and categorize spending — all in one secure dashboard.

See your cash flow at a glance

Waterfall charts show how daily spending and income move your balance over time — with optional moving averages and drag-to-zoom.

Sample data below — fictional accounts and descriptions, loosely based on a typical YTD pattern.

Cash Flow Waterfall

Drag horizontally on chart to zoom

Built for real personal finance workflows

Multi-source import

Upload CSV and HTML for supported sources on Free — not all formats are built out yet. Plus adds fully built-out bank linking via Plaid.

Waterfall & growth charts

Anchor charts to your current balance. Daily, weekly, or monthly granularity with moving averages.

Secure by design

Encrypted passwords, per-user data isolation, no third-party data sharing. Your data stays yours.

Free clarity. Plus convenience.

Charts and analysis are free forever. On Free, upload CSV and HTML for supported sources only — not all formats are built out yet. Upgrade to Plus for fully built-out bank linking.

Free

$0

  • Some CSV & HTML uploads (supported sources only)
  • Waterfall, growth & category charts
  • Shared expense API sync
  • Auto-categorization

Plus

$3.99/mo or $35.99/yr

~$3.00/mo billed annually

  • Everything in Free
  • Fully built-out Plaid bank connections
  • Scheduled auto-sync
  • Up to 5 linked institutions