Personal finance app for people who'd rather live their life than balance a spreadsheet
Your personalized self-development book built from an anonymous assessment
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
US
Pricing model
Free trial
Paid
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.
Digital US$79, Paperback US$109 (plus shipping), Hardcover US$149 (plus shipping). All one-time purchases in USD. Printed books include free shipping to most destinations.
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
Seven-session anonymous assessment with research-grounded instruments
12 months GPT-guided development app access
Guided interview to shape personal development program
Digital PDF, paperback, or hardcover editions
Assessment based on validated instruments from Stanford, Oxford, Columbia, UCLA, and NCPTSD
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
Fully anonymous by design with assessment separate from purchase details
Research-grounded assessments using validated instruments from leading institutions
Personalized one-of-one edition tailored to individual patterns and goals
Non-diagnostic approach supporting self-development without medical claims
Practical 180-day blueprint that turns insights into actionable steps
NewTracker
Rilev