Every balance, tracked over time
Know where
you stand.
One dashboard for every balance: banks, brokerages, credit cards, retirement accounts. It tracks your total and its history — what your accounts hold, not a guess at your house or car. No budgeting, no spending analysis.
Balances, not budgets
We read balances only: what you have and what you owe. Your spending is not categorized or analyzed.
Built for investors
Separate views for retirement and taxable accounts, cash, and debt, with history from one day to all-time.
Yours to delete
Connection tokens are encrypted at rest, censor mode redacts amounts before they leave the server, and deleting your account removes everything.
What you get
Every account, one line
12,000+ institutions sync automatically. Checking, brokerage, credit cards, loans, 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.
Three views
Day-to-day cash flow, investments with retirement/taxable split, and the whole picture with debt.
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.
On iPhone and iPad
A native app with the same dashboard: every account and the trend at a glance, 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, 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.
Pricing
Every plan syncs through Plaid, SimpleFIN, or both — plans differ only in how many Plaid bank connections they include. Start with 30 days free, no card required. Plan changes prorate, and canceling keeps your plan active to the end of the period you paid for.
Trial
- 3 Plaid bank connections
Bring-your-own SimpleFIN- No card required
Starter
- 3 Plaid bank connections
- Bring-your-own SimpleFIN
Plus
- 8 Plaid bank connections
- Bring-your-own SimpleFIN
Early adopter
- SimpleFIN sync, forever
- Limited seats while they last
Common questions
Do you sell my data?
No. Revenue comes from subscriptions. 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 syncing stops and your history remains readable. You can delete your account and all of its data at any time.