Categories that match reality
Groceries separate from restaurants, coffee separate from both. Sixteen groups and over a hundred subcategories, the same taxonomy your bank uses, so far less lands in "Other".
Subscriptions you forgot about
Recurring payments are spotted automatically from your history: the streaming service you stopped watching, the trial that quietly renewed.
Budgets that warn you in time
Set a limit per category and see the daily pace while the month is still open. The alert lands while there's still time to change something.
Two minutes, once a week
01
Connect your bank
Through Plaid, read-only, no credentials shared with us. Balances and history land straight away.
02
Confirm the uncertain few
One transaction at a time, with a suggested category. Tap accept, or apply it to every transaction from that merchant at once.
03
Read the month
Reports by category, comparisons against last month, and an assistant you can ask about anything odd.
How much sorting will I actually do?+
Far less than in a spreadsheet. Bank categories, your own rules and your past choices settle most of it; what's left comes to you as single cards. Say "always this for Starbucks" once and it never asks again.
What if it categorizes something wrongly?+
Change it in a tap, and undo anything for thirty days, including a bulk change that hit hundreds of transactions.
Which banks work?+
Most US checking, savings and credit card accounts, through Plaid, including banks that use OAuth sign-in. You can also add accounts and transactions by hand.
Find out where it actually goes.
Connect an account and see your last few months sorted in minutes. 14 days free, on iOS and Android.
