From bank connection to insights, in four steps.

Setting up takes a few minutes, and most of it happens on its own once your banks are connected. Here is what to expect, from creating your account to watching your spending through the month.

Step 1

Create your account

Get started by creating your account. Your 30-day free trial starts the moment you do, with full access to everything.

Step 2

Add your accounts

Connect your bank accounts and let your transactions flow in. The more accounts you add, the more complete your picture becomes. Your first batch of transactions can take a few minutes to sync, so give it a moment.

Step 3

Approve your recurring charges

Once your transactions have synced, we'll likely have detected some of your recurring charges. Approve them to sharpen your monthly projections and receive insufficient funds alerts.

Step 4

Track your progress

That's it. As the month goes on, come back any time to see your spending against each budget category, and to compare how you're doing now with your past spending.

Ready when you are. Create your account