Beautiful personal finance app that you'll enjoy using
One place for all your finances. See your complete financial picture and make confident decisions about your money.
All your financial data in one place
Connect accounts, track transactions, monitor investments—all in one elegant interface. Get the complete picture of your financial health at a glance.
Accounts
Securely connect to over 12,000 financial institutions. View everything in one unified dashboard. Monitor all your accounts without switching between different apps.
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Transactions
Transactions automatically categorized and searchable using plain English. Query your spending patterns and get insights from your historical spending.
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Investments
Track your investment portfolio with real-time market data and performance analytics. Compare against benchmarks and analyze trends to make informed investment decisions.
AI Financial Analyst
Get answers about your money with Balance AI. Ask questions, understand patterns, explore possibilities. Get deep and personal about your money.
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Affordability Analysis
Turn financial goals and big purchases into actionable plans with realistic timelines and multiple pathways to make them achievable.
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Spending Optimization
Uncover spending patterns, eliminate subscription creep, and identify hidden opportunities to improve efficiency and maximize your budget.
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Decision Modeling
Evaluate options with powerful scenario planning to make confident financial choices at every stage.
Look back with Recaps
Zoom out of the daily to see the bigger picture. Recaps show you a clear financial view of your month. Track net worth changes, see cash flow trends, understand money movements across all your accounts, and more.
Stay informed, not overwhelmed
Get the right information at the right time. Smart notifications and insights that help you make better financial decisions.
Daily Digest
Receive an email every evening with a summary of your transactions and account activities.
Low Balance Alerts
Receive alerts when your account balance falls below a certain amount. Avoid surprise charges or overdraft fees.
Track Categories
Track categories on your dashboard. Actively analyze your spending habits, identify areas where you're going over budget, and make better financial decisions.
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Restaurants
-$1,123.62
22.26% -
Groceries
-$173.02
50.76% -
Subscriptions
-$167.02
0.76% -
Gas
-$563.92
32.76% -
Utilities
-$667.34
21.76% -
Entertainment
-$234.56
15.43%
Secure by default
Your finances are private. That's why Balance is designed to keep personal finance truly personal.
Data Encryption
Sensitive data is encrypted using industry-standard protocols.
Secure Authentication
Strong password requirements and breach detection protect your account.
Privacy Protection
Your data is confidential and never sold to third-party services or vendors.