Stay on top of
your finances.
A unified view of your banking and investments: checking, brokerage, credit cards, and retirement accounts, with your total and its history in one dashboard.
The whole picture
What you have and what you owe, tracked over time across every account you connect.
Every angle of it
Separate views for retirement and taxable accounts, cash, and debt, with history from one day to all-time.
Your data is yours
It is never sold or used for marketing, and you can delete your account — and everything with it — at any time.
What you get
All your accounts in one place
12,000+ institutions sync automatically: checking, brokerage, credit cards, loans, and retirement plans.
History from day one
Balances are snapshotted on every sync. View any range, from one day to all-time.
Censor mode
A PIN-locked switch converts every amount to a percentage, so you can share your screen without exposing balances.
Focused views
Switch between everything, investments, or day-to-day cash, with retirement and taxable split out.
Organize accounts
Rename accounts, tag them as retirement or taxable, and hide the ones you've closed.
Bring your own sync
Prefer SimpleFIN? Connect your own Bridge token and sync every institution it covers, with no per-connection fees.
See where it went.
A clear reading of the month: recurring bills, what's still to hit, which card it landed on, and how much of your income you kept.
Recurring bills
Subscriptions and rent are found in your history and projected onto the month, with overdue charges flagged.
Automatic categories
Purchases sort into themes on their own. Correct a merchant once and it sticks everywhere.
Card cycles
Each card's balance through the month: spent, paid, and what's still owing.
Cash flow
Income in, spending out, and what you kept: the whole month in one picture.
On iPhone and iPad
Your money at a glance: a native app with the same dashboard, every account and the trend, in light or dark mode.
Coming soonComing soon to theApp Store
Native in Home Assistant
A HACS integration brings your dashboard to Lovelace: the web app's cards rendered by the same code — your total, accounts, and spending — plus censor-safe sensors for your automations.
- Wall-tablet safe: a censored-only API key physically cannot receive real amounts.
- A PIN pad on every card reveals dollars for exactly as long as you choose.
- Sensors are censor-safe by default, so balances never land in Home Assistant's recorder.
Ask your AI assistant
Connect Claude, Cursor or VS Code over MCP and ask about your money in plain words: how your total moved this year, what went to dining last month, which subscriptions renew next week.
- Read-only: an assistant can look, never move money or change a thing.
- Censored by default: it sees percentages, not dollars, unless you reveal a full-access key with your PIN — in netwrth, never in the chat.
- Informational only: it describes your data, it doesn't give financial advice.
Pricing
Plans differ only in how many Plaid bank logins they include; every account under a login counts as one. Bring-your-own SimpleFIN syncing is included on every plan. New accounts start with a 30-day trial of four logins, no card required.
Base
- 1 bank login
SimpleFIN included
Starter
- 4 bank logins
- SimpleFIN included
Plus
- 10 bank logins
- SimpleFIN included
Early adopter Round filled
- Lifetime access, one payment
- All early-adopter seats are taken
Common questions
Do you sell my data?
No. Revenue comes from paid plans, which is what keeps the bank connections and the servers running. Your data is never sold or shared for advertising.
Can you see my bank login?
No. You authenticate directly with your bank through Plaid. We store an encrypted access token, which you can revoke at any time.
What happens if I cancel?
Your plan runs to the end of the period you already paid, then the account drops to Base: your first bank login keeps syncing, the rest pause, and your history stays readable. You can delete your account and all of its data at any time.