How it works

1

Create a free account and securely connect your primary checking account through Plaid.

We analyze your past transactions to identify recurring transactions and spending patterns.

2

We then create a forecast of your cashflow and project your balance, taking into account your recurring income, bills, and spending patterns.

3

Dive in to the visual tools to easily make your own adjustments. We’ll save all of your changes for the future, while keeping up with what you’re actually spending to adjust automatically.

4

When we see a problem coming we have got you covered with alerts and tips, as well as suggestions from an extensive list of side jobs.