Personal finance tools should connect day-to-day transactions with the bigger picture of budgets, accounts and savings goals, without requiring a bank connection to explore the product.
Our approach
How we brought it together.
Build a shared mobile and web interface with local persistence. Add practical management flows for accounts, budgets, goals and bills, including balance updates and export controls.
Take a look around
Try the experience.
Explore the dashboard and add a sample transaction.
Open Manage to set a budget or create a savings goal.
Record a monthly bill, review the balance and export the data.
