Personal finance app for people who'd rather live their life than balance a spreadsheet
Your accounts, statements, and bills in one spreadsheet
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
US
Pricing model
Free trial
Freemium
Pricing
Monthly: $7.99 CAD/month. Annual: $69.99 CAD/year billed annually (save 27%), equivalent to $5.83 CAD/month. No credit card required for 14-day free trial.
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.
Key features
50+ smart customizable categories
Split transactions across multiple categories
Custom automation rules for edge cases
Monthly AI email recap of spending habits
Subscription audit to find forgotten subscriptions
Year-over-year spending comparisons
Real-time balances across all accounts
90-day cash flow forecast
Face ID and fingerprint lock on mobile
CSV export anytime with no vendor lock-in
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
What makes it different
One honest price with every feature included, no tiers or add-ons
Bank-grade read-only security with no data selling or training
Full feature parity on web, iOS and Android with no stripped-down app
Unlimited accounts, transactions and household members included
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