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.
Your financial hub
Financial accounts, seamlessly connected
Get a complete financial picture by connecting all your financial accounts.
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Connect your financial institutions securely with Plaid. Choose from over 12,000 financial institutions.
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Connect multiple types of accounts including depository, liability, brokerage, and more.
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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.
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Transaction auto-categorization
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Assign multiple categories to a transaction - just like #tags.
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Automatic payments and transfers detection for accurate calculation of your financial data.
Transaction Trends
- How much was my trip to Spain?
- Has my electric bill been going up?
- What was my dividend income in the past 6 months?
- Am I spending more on groceries than last year?
- What is my average monthly income from side gigs?
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.
Needle in a haystack
Filters
Narrow down results to get to the data that you need.
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Refine your transactional data by date, amount, category, and other fields.
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Create and save custom views of your financial data.
Stay in the loop
Daily Digests
Get a daily rundown of your finances.
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Email delivered to your inbox, daily!
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Stay informed on the movement of your money across different financial accounts.
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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.
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.
Track Categories
Want to keep tabs on specific categories? Track them on your dashboard and compare how you're doing over time.
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