Master Your Finances
Connect your bank account to get personalized financial insights and start your journey to financial freedom.
Connect Your Bank
We use bank-level security to keep your information safe. Your credentials are never stored.
Track Spending
Automatically categorize transactions and see where your money is going.
Smart Insights
Get personalized tips to improve your spending habits and save more.
Financial Goals
Set and track progress towards your savings goals and big purchases.
Connecting to Your Bank
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Total Balance
$12,543.21
+2.5% from last monthMonthly Spending
$2,186.35
+12.3% from last monthSavings Rate
18%
+3% from last monthSpending by Category
Financial Tips
Not enough money on balance!
You must go to the sharks, show them your amazing idea, and ask them for the funding!
You've saved consistently for 3 months!
Great job! Consider increasing your emergency fund goal.
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Recent Transactions
Cafe Milano
Food & Dining
-$24.50
Today, 10:23 AM
Amazon.com
Shopping
-$67.99
Yesterday, 2:34 PM
Paycheck
Income
+$2,450.00
Jun 15, 9:00 AM
Electric Bill
Utilities
-$89.32
Jun 14, 4:22 PM
Health Insurance
Insurance
-$175.00
Jun 10, 12:00 PM
Your Financial Health Score
Improvement Recommendations
Increase Emergency Fund
Your emergency fund covers 3 months of expenses. Aim for 6 months for better financial security.
Reduce Credit Card Utilization
Your credit utilization is at 45%. Keep it under 30% to improve your credit score.
Start Retirement Contributions
No retirement savings detected. Consider enrolling in your employer's 401(k) plan or opening an IRA.
Financial Education Topics
Budgeting Basics
Learn how to create and stick to a budget that works for you.
Emergency Funds
Why you need an emergency fund and how to build one quickly.
Smart Investing
Investment strategies for beginners to grow your wealth.
Credit Management
How to build and maintain a good credit score.
Debt Reduction
Strategies to pay off debt faster and save on interest.
Retirement Planning
How to prepare for a comfortable retirement at any age.
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