Budget, net worth, and profit tracking from your real accounts
See bank fees and subscriptions on your statement PDF
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
CA
Pricing model
Free trial
Freemium
Pricing
7-day free trial, no card needed. Then $6.99 USD per month or $59.99 USD per year, billed once.
Free: $0 USD (one statement per month). Pro: $5.99 USD per month or $47 USD per year (save 35%). Pro Canada: $7.99 CAD per month or $64 CAD per year. Sales tax applies where applicable.
Key features
Connect up to 5 banks with every account at each
Unlimited manual accounts, cars and properties
Budgets with pace tracking for the month
Transaction categories with rules that stick
Automatically detect recurring charges
Profit reports per car, rental or client ranked by earnings
Break-even and monthly cost tracking for each asset
Business-use percentage for mixed use vehicles
Export data as CSV for tax preparation
Two-factor sign-in and device management
Upload bank statements in PDF format
Identify and list all bank fees
List all subscriptions found in statements
Categorize all charges automatically
Process statements locally without uploading
Annual fee estimates for each bank charge
Tips on negotiating with banks to remove fees
Download charges as spreadsheet
See spending breakdown by month
Support for major US and Canadian banks
What makes it different
Shows real figures from actual accounts, not estimates or projections
Profit tracking per car, rental or client that stays with your money accounts
Read-only access prevents any money transfers
Bank password never touches the servers
Price locked for life as long as you stay subscribed
No bank login or account required to analyze first statement
PDF never leaves your device
Converts fees to annual figures for easy comparison