Make real financial progress.

Our features are designed for an efficient & effective financial routine.

So say good-bye to tracking every transaction. Because life’s too short to live in a spreadsheet.


Assets & Liabilities

One-click sync across all your accounts


  • One-click Account Syncing
  • Online & Offline Accounts
  • Update Frequency Rules & Reminders
  • Net Worth Tracking

Assets & Liabilities

One-click sync across all your accounts


  • One-click Account Syncing
  • Online & Offline Accounts
  • Update Frequency Rules & Reminders
  • Net Worth Tracking

I want to see all my accounts in one place. But I also want to track my financial history, see my progress over time, and maintain total control.”


Budget Planner

Once a month updates to keep you on track


  • Set goals for income, saving, & spending
  • Track spending by account or category
  • One update in minutes a month
  • Review progress & stay on track

Budget Planner

Once a month updates to keep you on track


  • Set goals for income, saving, & spending
  • Track spending by account or category
  • One update in minutes a month
  • Review progress & stay on track

Tracking every transaction doesn’t work for me. I just want a manageable plan for income, saving, and spending, and to make sure I’m on pace.”


Financial Priorities

Your action plan for holistic financial progress


  • Follow a customized, CFP-reviewed action plan
  • A prioritized checklist shows you what to do next
  • Educational content organized by topic
  • Save your personal notes to each article

Financial Priorities

Your action plan for holistic financial progress


  • Follow a customized, CFP-reviewed action plan
  • A prioritized checklist shows you what to do next
  • Educational content organized by topic
  • Save your personal notes to each article

I want to achieve long-term financial success. I want the confidence of knowing I’m taking the right steps, in the right order, to get me where I want to go.”


Retirement Planner

Your dashboard for long-term plans


  • Estimate your needs & retirement timeframe
  • Experiment with different scenarios
  • Set annual goals & see your progress
  • Track & understand your historical performance

Retirement Planner

Your dashboard for long-term plans


  • Estimate your needs & retirement timeframe
  • Experiment with different scenarios
  • Set annual goals & see your progress
  • Track & understand your historical performance

I want to know how much I need, how much to save, and when I might hit my target. I also want an easy way to estimate how my portfolio has performed without doing a bunch of math.”

* 34 day free trial. No commitment, no credit card required. And we never sell your personal data. Period.