Early access
Your whole financial picture. One honest number.
Net worth, investment returns, and spending in one place, for people who already track this in a spreadsheet and want it done right. No budgeting games.
The demo is the real app on sample data. No account needed.
Everything that counts, counted
Real net worth, not a guess
Every checking, savings, credit card, loan, and investment account rolled into one number — grouped by institution, filterable by type.
Ledger-native performance
Holdings are backed by a real buy/sell/dividend transaction ledger, not a hand-edited balance. Annualized and time-weighted returns (XIRR/TWR) are computed from it, not approximated — coming with the Pro plan.
Alt-assets included
Collectibles, physical assets, anything a bank API will never see — add it manually and it counts toward net worth like everything else.
Spending you can actually see
Import a CSV, OFX, or QFX file from your bank to get a category breakdown and a this-month-vs-last comparison, so a spending spike shows up before it becomes a surprise.
See where it's actually going
Import a CSV, OFX, or QFX file of your transactions and spending by category fills in — this month's breakdown, not a budget you set once and ignored. Live bank sync is on the way.
Sample data.
Built to be trusted with your numbers
Your bank password stays with your bank
When you link a bank, you sign in through Plaid's window. We only see the balances and transactions it shares.
No ads, and your data isn't for sale
Your financial data isn't used for advertising, and it's never sold to brokers or advertisers.
Two-factor sign-in
Protect your account with an authenticator app code on top of your password.
Get early access
Join the waitlist and we'll email you when it opens up. That's the only email you'll get, plus a beta invite if you ask for one.