Personal finance
on autopilot
The modern way to manage your money. Connect accounts, track spending, and understand your finances with intelligent automation.
30-day free trial
Your complete financial picture
Connect accounts, track transactions, monitor investments, and get insights — all in one elegant interface designed for modern finance.
Accounts
Securely connect to over 12,000 financial institutions. View all your accounts in one unified dashboard without switching between apps.
Transactions
Automatic categorization and real-time transaction monitoring. Understand your spending patterns with intelligent insights.
Investments (Beta)
Track your investment portfolio with real-time market data and performance analytics. Compare against benchmarks and analyze trends to make informed investment decisions.
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
A comprehensive overview of your financial activity delivered every morning. Balance summaries, transaction highlights, and spending insights.
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Email delivered to your inbox, daily!
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Monitor account activity to track the movement of your money across all your connected accounts.
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Catch errors and unwanted charges like inaccuracies, fraud, or unexpected subscriptions before they impact your budget.
Understand your money
Transform data into insights. Beautiful visualizations that help you see patterns, track progress, and make informed decisions.
Personal finance,
meet
Artificial Intelligence
Ask questions about your spending in natural language and get instant, intelligent answers.
- 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 insights
Transform your financial data into actionable insights. Ask questions in plain English and get immediate, detailed answers about your spending patterns, trends, and habits.
Whether you want a high-level overview or need to drill down into specific categories, timeframes, or merchants, our AI adapts to give you exactly the information you need.
Secure by default
Your finances are private. That's why Balance is designed to keep personal finance truly personal.
Data Encryption
Your sensitive data is encrypted at rest using industry-standard protocols to protect your information
Secure Authentication
Strong password requirements and breach detection protect your account, with two-factor authentication coming soon
Privacy Protection
We never sell your data and follow strict privacy practices to keep your information confidential
Learn About Our Security Practices
Review our security measures and data protection policies to understand how we keep your information safe.