Your accounts, statements, and bills in one spreadsheet
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
US
Pricing model
Free trial
Freemium
Pricing
Free 35-day trial with no credit card required. After trial: $7 per month or $50 per year (40% discount over monthly plan).
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
Auto-reconciliation of account balances
Real transaction names via email cross-reference
Zero-based budgeting
Custom budget categories
Bank account connection
Keyboard accessibility
Mobile web browser support
Transaction categorization and review
SOC-2 certified servers with industry-leading encryption
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
Built by former YNAB users who wanted a simpler alternative
No funding, no brand deals, independent team focused on helping people
Friendly, realistic approach without forcing strict methodology
No credit card required for free trial
Never sells user data
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