Your accounts, statements, and bills in one spreadsheet
Your wealth, clearly shown
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
AE
Pricing model
Freemium
Freemium
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.
Free includes everything with limits. PRO is an in-app purchase with higher limits, longer forecasts and advanced features.
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
Track net worth (Own minus Owe)
Monitor monthly cash flow (In minus Out)
Asset growth tracking with savings goals
Multi-currency support
iCloud sync across devices
Savings and investment growth visualization
Expense tracking without penny-by-penny recording
On-device data encryption with passcode or Face ID
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
Financial data stays on your device and in your own iCloud, never on company servers
Reduces financial complexity to two simple questions
Focuses on the psychology of debt reduction and stress relief
Emphasizes compound growth and consistent small contributions