Personal finance app for expense tracking and budgeting with privacy and simplicity
A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
Not given
Based in
HU
GB
Pricing model
Free trial
Paid
Pricing
$59 per year for web and mobile app with all features included. 30-day free trial available with no credit card required.
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features
Envelope or Zero-Based budgeting with Budget Assistant
Bank statement import (OFX, QFX, CSV) with auto-categorization
Siri voice integration for iPhone expense recording
Financial reports on spending, income, vendors and cash flow
Multi-account management for checking, savings, cash, credit cards and loans
Cross-device synchronization across desktop, laptop and mobile
Smart credit card and loan handling with automatic repayment planning
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
What makes it different
Privacy-first design requiring no bank connection, only an email address
Balance between simplicity and power for serious financial planning
Clean, intuitive interface designed for ease of use
Flexible usage as either simple tracker or full budgeting tool
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
SuccessionKeeper