Your accounts, statements, and bills in one spreadsheet
Budget app that shows what's coming so you can plan ahead
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Free trial
Pricing
Free sample spreadsheet with example data. Starter: $4/month (or $48/year, save $8) for up to 3 banks. Plus: $9/month (or $108/year, save $18) for up to 8 banks and 3 brokerages. Add-ons: More connections $1.50/month or $15/year each; Investment history $3/month or $30/year.
1-week free trial with full access. After trial: $9.99/month or $99.99/year (approximately $8.33/month, saves $19.89 versus monthly)
Key features
Credit card statements and payment tracking
Recurring subscription detection
Built-in budgets and charts
Investment tracking with holdings
Weekly summary email
Import from other budgeting apps
Google Sheets and Excel sync
Read-only bank access via Plaid
Download as Excel, LibreOffice or CSV
Bank account connections via Plaid (read-only)
Automatic transaction import and categorization
Recurring bill and subscription detection
Budget alerts and warnings before limit breaks
Savings goals funded by skipped expenses
Forward-looking spending projections
Voice-powered expense entry
AI-assisted expense categorization
iOS home screen widgets
Push notifications for renewals and budget alerts
What makes it different
Ready-made charts and budgets built into your spreadsheet, not in a separate app
Own your data in Google Sheets or Excel instead of in the app
Low starting price from $40 a year
Free sample spreadsheet to try without connecting a bank
Shows what's coming next with forward-looking spending projections
Automatically detects and tracks recurring bills and subscriptions
Voice-powered expense entry for quick cash tracking
Savings goals that accumulate from skipped expenses
Warns before charges hit with advance notifications
Aggregate Finance
FloosYo