Your whole net worth, at a glance
Know where
you stand.
Every balance — banks, brokerages, credit cards, the 401(k) you never log into — on one quiet dashboard that tracks your net worth over time. No budgets. No lectures about lattes. Just the number, and where it's heading.
Balances, not budgets
We don't categorize your coffee. We read balances only — what you have, what you owe — and never your spending habits.
Built for investors
Retirement vs. taxable, cash vs. positions, debt paydown — views that answer the questions you actually have, from one day to all-time.
Yours to delete
Bank credentials are encrypted at rest, amounts never leave the server unredacted in censor mode, and one button erases everything. No exit interview.
What you get
Every account, one line
12,000+ institutions sync automatically. Checking, brokerage, credit cards, loans, retirement plans.
History from day one
Balances snapshot on every sync. Zoom from one day to all-time and watch the trend, not the noise.
Censor mode
Flip a PIN-locked switch and every amount becomes a percentage. Demo, screen-share, or brag — without doxxing your balance.
Three views
Day-to-day cash flow, investments with retirement/taxable split, and the whole picture with debt.
Nicknames & triage
Rename accounts, tag them, hide the closed ones. Your dashboard reads the way you think.
Bring your own sync
Already a SimpleFIN user? Plug in your own token on the free plan — no bank-connection fees, ours or yours.
In your pocket
A fully native iPhone and iPad app — the same quiet dashboard, every account and the trend at a glance. Light or dark, your call.
Coming soonComing soon to theApp Store
Pricing
Start with 30 days free — up to 3 bank connections, no card. Plans prorate on every change, and canceling refunds your unused time. We hate hostage billing too.
Free
- Manual accounts
- Bring-your-own SimpleFIN sync
- Full dashboard & history
Starter
- 3 automatic bank connections
- Everything in Free
Plus
- 8 automatic bank connections
- For multi-institution households
Fair questions
Do you sell my data?
No. You are the customer, not the product — that's what the subscription is for.
Can you see my bank login?
Never. Connections go through Plaid's vault; we store only an encrypted access token, and you can revoke it any time.
What happens if I cancel?
Unused time is refunded, syncing stops, and your history stays readable. Delete everything with one click whenever you like.