All the essentials to bring your accounts together and understand your complete financial picture.
See how your net worth changes over time as balances across your accounts are updated.
Bring bank, credit, and investment accounts together in one clear, unified view.
Get one-on-one help setting things up, with guided support to walk you through the entire process.
Track shared accounts and goals with a partner or family, while keeping personal accounts separate.
You stay in control by updating accounts manually. No bank logins required, and no sync-related issues.
No minute-by-minute noise—just a clean, focused view of what matters most.
Here’s how Finance Tracker helps people see their complete financial picture.
"Tracking my net worth finally feels straightforward. I can see everything in one place without being overwhelmed by unnecessary details. It’s the first tool I’ve used that actually makes me feel in control of my finances."
"I like having full control over my data. Being able to update accounts manually without linking bank logins gives me peace of mind, and the net worth view stays clean and accurate"
"I had a few questions while setting things up, and the team was incredibly helpful. They took the time to walk me through everything and made sure my accounts were set up correctly. It felt thoughtful and genuinely supportive."
