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.

Join Early Access

→
Balance

Your financial hub

Financial accounts, seamlessly connected

Get a complete financial picture by connecting all your financial accounts.

  • Connect your financial institutions securely with Plaid. Choose from over 12,000 financial institutions.

  • Connect multiple types of accounts including depository, liability, brokerage, and more.

  • Sync data automatically without any manual data entry.

Finances on autopilot

Transaction Sync

Balance imports up to 24 months of transaction history and automatically syncs new transactions.

  • Transaction auto-categorization

  • Assign multiple categories to a transaction - just like #tags.

  • Automatic payments and transfers detection for accurate calculation of your financial data.

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

See where your money is going 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

Filters

Narrow down results to get to the data that you need.

  • Refine your transactional data by date, amount, category, and other fields.

  • Create and save custom views of your financial data.

Stay in the loop

Daily Digests

Get a daily rundown of your finances.

  • Email delivered to your inbox, daily!

  • Stay informed on the movement of your money across different financial accounts.

  • Spot inaccuracies, fraudulent charges, or unwanted subscriptions.

And there's more...

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.

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

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%

Read the full security overview →

Secure by default

Security starts as soon as you sign up for Balance. We ensure strong, unpwned passwords and securely store sensitive data by default.

  • Your data is protected
  • Your data is yours
  • We enforce good authentication regime
  • Audited access to production servers

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?

Join Early Access

→