What it does
One place for every number that matters
- Automatic transaction import and categorization across your accounts.
- Budgets, cash-flow tracking, and paycheck forecasting.
- Net-worth, assets, and liability trending over time.
- Secure account connections through trusted aggregators such as Plaid.
How account connections work
Bank-grade connectivity via Plaid
Personal Finance System uses Plaid to securely link financial institutions. Credentials are entered directly with Plaid and your institution — they are never seen or stored by this application. You can review how your data is handled on our Privacy Policy page.