Connect your banks and cards with Plaid, set minimum balance goals, and get a monthly email showing which balances are above or below target.
All your money stuff, one place, simple and automated.
$8/month · cancel anytime · 12,000+ banks via Plaid
| Account | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| MainMin: $1,500 | $5,200 | $4,800 | $5,100 | $4,920 | $5,340 | — |
| BusinessMin: $2,000 | $2,300 | $1,200 | $2,800 | $3,100 | $2,650 | — |
| EmergencyMin: $3,000 | $3,000 | $3,100 | $3,100 | $3,200 | $3,200 | — |
| Jan | Feb | Mar | Apr | May | |
|---|---|---|---|---|---|
| Income | $3,200 | $3,200 | $3,400 | $3,200 | $3,300 |
| Expenses | $2,100 | $1,900 | $2,300 | $2,050 | $2,200 |
| Net | +$1,100 | +$1,300 | +$1,100 | +$1,150 | +$1,100 |
| Jan | Feb | Mar | Apr | May | |
|---|---|---|---|---|---|
| Income | $5,000 | $5,000 | $5,000 | $5,000 | $5,000 |
| Expenses | $3,800 | $4,100 | $3,600 | $3,900 | $3,750 |
| Net | +$1,200 | +$900 | +$1,400 | +$1,100 | +$1,250 |
Income vs expenses, grouped by account tag, month by month. See your net at a glance.
Connect via Plaid or enter manually. Color-coded against your minimums so you know when you're running low.
Add manually or import CSV. Exclude, edit, or delete anything. Click any cell to drill into the details.
Choose the plan that works best for you
Common questions
We use Plaid to connect your accounts — we never see or store your bank credentials. All data is encrypted in transit and at rest.
pf4000 starts at $8/month for up to 5 accounts, or $19/month for unlimited accounts and full features. No contracts — cancel anytime.
Balances sync automatically once a day. You can also trigger a manual refresh anytime from the dashboard.
Yes — you can connect accounts from multiple institutions and label them however you like. Great for couples or households.
You can cancel anytime from your settings. No contracts, no cancellation fees. Your data is deleted within 30 days.
Yes — you can connect brokerage accounts, 401(k)s, IRAs, and other investment accounts. Balances update daily just like bank accounts.
pf4000 is a responsive web app that works great on any device. No app to download or keep updated — just open your browser and go.
Absolutely. You can export your full history as a CSV anytime from your account settings. Your data is yours.
We support over 12,000 financial institutions across the US, Canada, and Europe through our Plaid integration — including all major banks and credit unions.
Your data stays yours — stored on a single server, not sold, not shared.
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