Know exactly
where you stand.

Accounts, transactions, budgets, savings goals, and bills - all tracked in one dashboard. No bank login. No subscription just to see your own money.

5 tools freeInsights is ProNo bank connection
Finance dashboard preview

How it works

Set up in five minutes, then let the dashboard do the tracking.

01

Add your accounts

Create accounts for checking, savings, credit, investment, or cash. Set opening balances and start from today. No bank connection required - your data stays private and fully in your control.

Add accounts
Set budgets and log transactions
02

Set budgets, log transactions

Define monthly limits by spending category. As you log transactions, budget bars update in real time. Set savings goals with target dates and watch progress build. Bills section tracks what's due this month.

03

Get insights

Finance Insights analyses your spending patterns, budget adherence, and savings pace. It gives you a health score, specific observations, and quick wins - so you know exactly what to change to hit your goals faster.

Finance Insights

Six finance tools

Five are free. Finance Insights is Pro-only.

Overview

All accounts and balances at a glance. Net worth, monthly in vs. out, and a transaction summary.

Budgets + Bills

Set monthly spending limits and track recurring bills. Visual progress bars update as you log each transaction.

Insights

Health score, spending analysis, and specific recommendations to hit your goals faster. Pro only.

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Five finance tools, completely free.

Overview, Transactions, Budgets, Savings Goals, and Bills are all included on the free plan. No bank login, no credit card required.

Start for free