Your monthly finance
check-in, in minutes.
All your accounts synced in one place. Set balance minimums, track cashflow, spot trends — then get on with your life.
Know instantly if your accounts are healthy
Set a minimum for each account. Green means you're good, red means it needs attention.
You're over your total minimum balance by $4,900.
| Account | Jan | Feb | Mar | Apr | May |
|---|---|---|---|---|---|
Main Account Min: $7,000 | $8,400 | $7,200 | $9,100 | $6,800 | $8,900 |
Emergency Fund Min: $21,000 | $22,500 | $21,800 | $23,400 | $22,100 | $24,000 |
Taxes Account No minimum | $3,200 | $4,800 | $3,600 | $5,100 | $4,400 |
See where your money goes each month
Track income vs. spending across the household. Spot trends before they become problems.
On average you're netting $1,560 per month.
| Jan | Feb | Mar | Apr | May | |
|---|---|---|---|---|---|
| Income | $8,200 | $8,200 | $8,500 | $8,200 | $9,400 |
| Expenses | $6,800 | $7,100 | $6,400 | $7,500 | $6,900 |
| Net | +$1,400 | +$1,100 | +$2,100 | +$700 | +$2,500 |
Choose the plan that works best for you
Starter
Perfect for personal finance tracking
- ✓Connect up to 5 accounts
- ✓Monthly email reports
- ✓Bank balance tracking
- ✓Transaction analysis
- ✓CSV exports
Pro
For serious wealth builders
- ✓Unlimited account connections
- ✓Daily email reports
- ✓Advanced analytics & forecasting
- ✓Custom account tags
- ✓Manual transaction entry
- ✓Priority support
Common questions
Is my bank data safe?+
We use Plaid to connect your accounts — we never see or store your bank credentials. All data is encrypted in transit and at rest.
How much does it cost?+
pf4000 starts at $8/month for up to 5 accounts, or $19/month for unlimited accounts and full features. No contracts — cancel anytime.
How often do balances update?+
Balances sync automatically once a day. You can also trigger a manual refresh anytime from the dashboard.
Can I track joint or shared accounts?+
Yes — you can connect accounts from multiple institutions and label them however you like. Great for couples or households.
What if I want to cancel?+
You can cancel anytime from your settings. No contracts, no cancellation fees. Your data is deleted within 30 days.
Do you support investment or retirement accounts?+
Yes — you can connect brokerage accounts, 401(k)s, IRAs, and other investment accounts. Balances update daily just like bank accounts.
Is there a mobile app?+
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.
Can I export my data?+
Absolutely. You can export your full history as a CSV anytime from your account settings. Your data is yours.
What banks and institutions do you support?+
We support over 12,000 financial institutions across the US, Canada, and Europe through our Plaid integration — including all major banks and credit unions.
Stop wrangling your accounts.
Set up your monthly finance check-in in minutes. No credit card required.