Intentions
Creating a Platform
Combine objective and subjective data to explore how your actions align with your values
Explore multi-dimensional questions
A simple way to answer deeper questions
"What do I do with my friends?"
"Why am I spending and on what?"
Tell the whole story about your spending, your life has has context, your spending should too
Multi-Tags per Transaction: Explain #What, #Why, #Where etc.
Custom Group & Tags: Add tags that resonate with you
Advanced Filtering: Isolate on specific Tags and Time
Different views for different questions: Explore spending, savings & frequency.
Seamless Connection
Connect to any account, any bank
We work with Plaid to connect and secure all your data in one place using AES-GCM security protocol.
Directly link accounts: Automatic syncing
End-to-end Encryption: Uses AES-GCM to encrypt identities.
Manual CSV Uploads: For boutique banks and flexibility
Download your data: Own your data, always
Simplicity is key
Everything you need, nothing you don't
We are continuous working on create a frictionless experience for our users
24/7 Help Chat: We value your feedback, and are here to help
Keyboard Shortcut: Easily navigate through the app
Active community: Vibrant Discord community
Optional Manual Onboarding: Talk directly to the founders to get setup
Roadmap
We ship new features and improvements every week.
New Additions:
Dashboard:
- 1. Filters: You can now isolate Tags within a Group, while excluding transaction that don't include Tags from that Group! This allows to answer questions about certain tags more easily, "How much did my trip to Peru cost" "What do you do with Nathan"
- 2. Reset filters button
- 3. Account Syncing notification; shows if your accounts are syncing in the background
- 4. Swap button for the Groups: What → How; to How → What
Tagging:
Bugs:- 1. Added copy and paste Tags across transaction to minimize repetition
- 2. Pending Transaction will no longer show-up Rationale: Easier to manage "holding transaction" like when you're paying for gas
- 3. Day of Week in Transaction table
Plaid:
- 1. Fixed Plaid sync bug introduced with Uploading Manual transactions feature
- 2. Automatic Duplicate identification and reporting
- 3. Increased sync frequency, every 5 min versus 15 minutes
Tagging:
Styling:- 1. Modifying Tagged Transactions
- 2. Setting the amount to 0
- 1. Shuffle button in Spending Chart
- 2. Group Order in Pie chart
- 3. Hover on legend for the Frequency chart
- 4. Group Filter Styling changes
- 5. Fixed the Frequency legend: renaming depending on the months selections
- 6. Added only to Groups and Tags Filter
Pricing
Get unlimitted access
Pay what you can, starting from $2.50 per month
Monthly
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$3.5 /month
Unlimited Transactions
Direct Account Linking
AI Integration
Monthly Billing
Annual
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$2.5 /month