Budget, net worth, and profit tracking from your real accounts
A personal CRM that picks one person a day to help you stay in touch
Stage
Not given
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Founded
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Based in
US
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Pricing model
Free trial
Not given
Pricing
7-day free trial, no card needed. Then $6.99 USD per month or $59.99 USD per year, billed once.
Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
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
Daily nudge with one person to reach out to
Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
Notes and conversation history from previous interactions
Conversation starters built from interests
One-tap messaging to your usual messaging app
Encrypted at rest storage of names, notes and life events
AI-generated suggestions that never see contact names
No ads and no tracking
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
One person per day instead of a backlog of many
AI-generated suggestions that never see your contacts' names
Handoff to your messaging app without creating another inbox
Built-in conversation starters from interests and links to share
Money Actually
Wren