Automatic Bank Sync
Your transactions, imported automatically. No more manual entry every damn day.
Powered by SimpleFIN
We use SimpleFIN for bank connections — not Plaid, not Yodlee, not some sketchy third party that sells your data. SimpleFIN provides read-only access to your transactions. That means we can see what you spent, but we can never move your money. Ever.
How It Works
Connect your bank through SimpleFIN's secure portal (we never see your bank login)
Transactions are automatically pulled and matched against your vendor patterns
AI categorizes them based on your rules
Low-confidence matches go to your review queue
Supported Banks
SimpleFIN supports thousands of US and Canadian financial institutions — banks, credit unions, credit cards, investment accounts. If your bank supports online banking, chances are it works. If it doesn't, let us know and we'll look into it.
Manual Import Too
Prefer to import manually? Download a CSV or OFX file from your bank and upload it directly. Some people prefer it, and that's totally fine. We also support manual transaction entry for cash purchases or that cash your friend paid you back.
Stop typing in transactions like it's 2005
Automatic bank sync is available on Pro and Family plans.
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