Financial Wellness, Not Just Budgeting
See your complete financial picture. Net worth, spending habits, runway, and investments, all in one beautiful dashboard.
Your Complete Financial Picture
Assets, liabilities, and net worth, tracked over time. See where you stand at a glance, with trends that show where you're heading.
Your Financial Safety Net, Measured
Worst case or realistic, see exactly how many months your cash reserves will carry you. Plan for income gaps before they happen.
Spend With Intention
Based on Ramit Sethi's proven framework. Track fixed costs, investments, savings, and guilt-free spending, with a score that tells you if you're on track.
Syncs With Your Budget
Already use YNAB? Connect in one click. Your accounts, categories, and transactions flow in automatically. No manual entry, always up to date.
Income vs. Expenses, Decoded
Drill into every category, every month. See where the money goes with a detailed breakdown that makes trends impossible to miss.
Your Portfolio at a Glance
Track investment accounts alongside everything else. See allocation by account, configure holdings, and understand your full wealth picture.
Built for Speed and Clarity
A modern stack designed for real-time financial data and beautiful visualizations.
Take Control of Your Financial Health
Connect your YNAB account or try the demo with sample data. No signup required.