Personal finance app with custom expense categories and automatic transaction categorization
Evidence-based Social Security claiming guidance to help you make confident retirement decisions
Stage
Startup
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Founded
2024
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Based in
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Pricing model
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Free
Pricing
CSV Import Plan: $2.99/month; US Banking Plan: $4.99/month; International Plan: $3.99/month. All plans include a 3-month free trial.
All calculators and educational resources are completely free with no sign-up required. A 30-day money-back guarantee applies to any digital product purchases.
Key features
Custom expense categories
Keyword-based auto-categorization
Real-time bank connections
CSV import from any bank
AI-powered financial insights
Investment portfolio tracking
Budget management with alerts
Scenario simulator for financial planning
Monthly spending trends
Subscription detection
Free calculator showing estimated benefits at claiming ages 62 to 70
Lifetime benefit totals and break-even point calculation
Free claiming checklist for retirement decisions
Spousal benefits calculator
Strategy guides for spousal coordination
Survivor benefits planning guide
Earnings test and benefit taxation guidance
Educational articles on Social Security topics
Personalized warnings based on user situation
What makes it different
Create custom categories that match your actual spending, not generic presets
Train once, auto-categorize forever with keyword rules you define
Scenario simulator to model what-if financial changes
SpendSpace
Benefora