Financial Accounts, Seamlessly Connected

No more juggling multiple logins, apps, or spreadsheets. Bring all your accounts together in one place connected securely.

Accounts Dashboard

Automatic Bank Sync

Connect 12,000+ banks and financial institutions securely with bank-level encryption.

Automatic Bank Sync

Automatic Bank Sync

Seamlessly connect checking, savings, credit cards, loans, investments, and more from over 12,000 financial institutions. Using bank-level security through Plaid, Balance automatically syncs your transactions and balances in real-time—no manual entry required, no missed transactions.

Manual Account Entry

Add accounts that aren't supported by automatic sync or prefer manual control over your data.

Manual Account Entry

Manual Account Entry

For institutions not covered by automatic sync or when you prefer manual control, easily add accounts by entering basic details. Perfect for local credit unions, international banks, or specialized financial accounts that require a personal touch.

Account Trends

Visualize account balances and growth patterns with interactive charts and historical data.

Account Trends

Account Trends

Track your financial progress with detailed performance analytics. View balance trends, growth patterns, and spending velocity across all accounts with beautiful, interactive charts. Identify patterns, spot opportunities, and make informed decisions about your financial future.

Smart Balance Alerts

Never get caught off guard with customizable low balance notifications for each account.

Smart Balance Alerts

Smart Balance Alerts

Protect yourself from overdraft fees and financial surprises with intelligent balance monitoring. Set personalized thresholds for each account and receive instant email notifications. Stay proactive about your finances and maintain healthy account balances effortlessly.

Take control of your financial future

See your complete financial picture and make confident decisions about your money.

Try it free for 30 days

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