Know what's
safe to spend.
Connect accounts or upload the financial files you already have, review transactions fast, and ask a coach that uses your approved household data.
No credit card required · Free plan available forever
Start free · Connect banks later · Disconnect anytime
Everything you need to take control
Built for real people with real financial goals — not just power users.
Review transactions fast
Clean up imports in minutes with an organized For Review queue. Categorize, split, and reconcile without friction.
Connect however you want
Drop in CSV or Excel exports, statements, receipts, and transaction screenshots. Review the draft before anything reaches your ledger.
Budget your way
Set targets per category, track what you can still spend, and stay on top of monthly progress without rigid rules.
Rules that do the boring work
Set a rule once for a merchant or text match — future transactions get categorized automatically. Pro adds AI categorization on synced transactions.
Share with your household
Invite a partner or family member. One shared budget, role-based access, and everyone on the same page.
Your data, your control
Bank credentials never touch our servers — Plaid handles them. Bank access tokens encrypted with AES-256-GCM. Disconnect any bank from Settings anytime.
Simple, transparent pricing
Start free. Upgrade when you’re ready.
Free
Everything you need to budget well.
- Manual transactions, CSV & Excel import
- 3 PDF or image extractions / month
- 10 personal-data coach answers / month
- Monthly category targets & progress
- Transaction review workflow
- Manual rules (merchant / text match)
- Categories & sub-category hierarchy
- Household members
- Goals (savings & debt payoff)
Pro
Equivalent to $7.42 USD/month, billed annually
Automated intake and grounded coaching for serious budgeters.
- Everything in Free
- Higher-volume document & image extraction
- Scanned-statement OCR
- Live official-source financial coaching
- Advanced planning scenarios
- Bank sync via Plaid
- AI categorization for synced transactions
- Recurring bill detection
- Email support
Ready to take control?
Start free. Upload a file, connect a bank later, or begin manually.
Sign up freeNo credit card required