Personal finance app with custom expense categories and automatic transaction categorization
Financial Management for Everyone
Stage
Startup
Not given
Founded
2024
Not given
Based in
Not given
US
Pricing model
Not given
Freemium
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.
Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
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
Bill Tracker - Track recurring bills with AutoPay marking
Income Tracker - Log income sources with pay frequency
Debt Payoff Calculator - Choose avalanche or snowball strategy
Bank Sync via Plaid - Automatic transaction categorization
Bank-Verified Payments - Checks against real bank activity
Budget Health Score - 0-100 score showing spending alignment
Net Worth Tracker - Track assets and debts
Invoicing and A/R - Create and track invoices with online payments
Profit & Loss Summary - Export P&L statements for accounting
Household member accounts - Up to 5 members with shared budget
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