Now available in Canada 🇨🇦

Level up your personal finance

Balance is a personal finance app designed to help you understand your money better. Effortlessly track net worth, expenses, and savings, all in one convenient place.

Get started for free

Connect one account for free. No credit card required.

Balance

Your financial hub

Tired of juggling multiple apps and bank logins? Get a complete view of your accounts by bringing them together in one place.

  • Choose from over 12,000 institutions and connect securely using Plaid.

  • Track everything—checking, savings, credit cards, loans, investments, and more.

  • No more manual updates or missed transactions—Balance automatically syncs all your financial data automatically.

Transactions on Autopilot

See transactional activity across all your accounts in one centralized location.

  • Up to 24 months of transaction history, enabling you to observe patterns and trends in your spending.

  • Automatic transaction categorization. Assign multiple categories to a transaction—just like #tags. Use them to search or filter through transactions.

  • Payments & Transfers detection between accounts so your financial reports are accurate and reliable.

Visualize, retrospect

Transaction Trends

  • How much was our trip to Spain?
  • Has our electric bill been going up?
  • What was dividend income in the past 6 months?
  • Are we spending more on groceries than last year?
  • What is my average monthly income from side gigs?
  • How much did we spend on dining out last month?
  • What was my total income from freelance projects last quarter?
  • How much did I save on transportation last year?
  • How much has our rent increased over the past 5 years?

Unlock answers

Understand how money flows in and out of your account and get answers to everyday financial questions. Easily explore your data by zooming in on the specifics that matter most to you. Whether you’re looking for an overview or want to break things down by week, month, or year, you can adjust the view to get the right level of insight.

Transaction Trends in Balance

Needle in a haystack

Use filters to easily sift through your financial data and gain granular insights into your spending.

  • Filter using multiple parameters like date, amount, category, and more.

  • Save your filters for easy access and create custom views of your financial data.

  • Visualize spending patterns and milestones over time with detailed, interactive charts.

Stay in the loop

Get a daily rundown on your finances.

  • Email delivered to your inbox, daily!

  • Monitor account activity to track the movement of your money across all your connected accounts.

  • Catch errors and unwanted charges like inaccuracies, fraud, or unexpected subscriptions before they impact your budget.

And there's more...

Payments & Transfer Detection

Balance automatically detects payments and transfers to and from your connected accounts. This makes it possible to accurately report your inflow and outflow amounts, avoiding any false positives.

Payments & Transfer Detection

Search

A fast and powerful search engine for your financial data. No more scouring through multiple banks and bank statements to find what you are looking for.

Search

Low Balance Alerts

Receive alerts when your account balance is running low. Avoid surprise charges or overdraft fees by setting up alerts for your accounts.

Low balance

Track Categories

Want to keep tabs on specific categories? Track them on your dashboard and compare how you're doing over time.

  • Restaurants

    -$1,123.62

    22.26%

  • Groceries

    -$173.02

    50.76%

  • Subscriptions

    -$167.02

    0.76%

  • Gas

    -$563.92

    32.76%

  • Savings

    $2,882.02

    9.60%

  • Utilities

    -$667.34

    21.76%

Secure by default

Security starts the moment you sign up for Balance. We ensure your sensitive data is secure and your account stays protected.

Read the full security overview →

The Manifesto

Money is one of the most crucial aspects of our modern life. It drives how we make life decisions. Allows us to enjoy the things we love. Money impacts our overall well-being and gives us a sense of independence.

Moreover, the meaning of money evolves over time. In school, it may represent sustenance. As a young adult, it may be about saving up to buy a home. Later on, it may be associated with starting a family. Or traveling. Or retiring comfortably. The possibilities are endless.

Unfortunately, existing financial tools fail to acknowledge this dynamic nature. They present the same financial information without considering individual circumstances. They adhere to a one-size-fits-all approach, showing you the same data on day one and on day n. Additionally, they emphasize the details they deem necessary for you, feigning to have found the “right” way.

To overcome this, you rely on spreadsheets. Manually entering numbers and creating custom macros. You seek to view information that is relevant to you. On the other hand, some individuals neglect to review their finances altogether. Culpable to their past and scared to accept the reality. 

That is why I’m building Balance. A modern yet familiar tool. Tailored for you! Having a personalized view of your finances is incredibly powerful. As life changes, you change what you want to see. You are in control.

That’s the vision behind Balance — making personal finance… personal.

Ready to level up your personal finance?

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