Track spending, net worth, and budgets — without handing your bank login to anyone. No subscriptions. Your data stays local by default. Optional Google sync available.
Switch between a category treemap, income flow chart, daily heatmap, vendor breakdown, and month-over-month trend — all from the same data. Click any tile to filter instantly and find out that "miscellaneous" is mostly coffee shops.
Two fully-populated demo profiles let you explore every feature with realistic data. No CSV required to see what the app can do.
Checking, savings, investments, loans, real estate, and vehicles in one place. Save monthly snapshots and find out your net worth grew $18k last year — even when it didn't feel like it.
Transactions auto-categorize on import. Set keyword rules so "AMZN MKTP" always becomes Shopping. Merge duplicate vendor names. Your rules run automatically on every future import.
Set monthly limits per category and track pace in real time. Pull up an annual summary and find out you spent $4,200 on restaurants last year — then decide if that's fine or not.
Surfaces subscriptions and regular charges from your transaction history automatically — including that $12.99 trial you forgot to cancel.
No bank logins, no screen scraping, no third-party data brokers. You import a CSV — the same file your bank or credit card already gives you — and nothing else enters the app.
Your browser reads and stores everything locally. Refresh the page — everything's still there. Close the tab — nobody else has it.
Works with exports from Chase, Ally, Fidelity, Vanguard, and most banks. Drop the file in — the app detects the format automatically.
Sign in with Google to access your data across devices. Your data goes to Firebase (Google's cloud), secured by your Google account — not ours. Prefer to keep it local? Everything works without signing in.
Usually under Statements or Download Activity in your bank or credit card portal.
Transactions from your CSV categorize instantly. Review, adjust, done.
Sign in with Google to back up and access from any device. You don't need an account — your data saves locally either way.