Personal finance, simplified

Take command of your money.

Track spending, build budgets, and see where every dollar goes — without the spreadsheet.

Net worth
$48,210
+ $1,240 this month
This month
$2,143
of $3,500 budget
Subscriptions
$184/mo
across 9 services
Cash flow
Top categories
Dining80%
Groceries65%
Transit40%
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Track

See every account in one place.

Connect your banks, cards, loans, and investments. Net worth, cash flow, and spending — always current.

Net worth · 12 months
Cash
$12,420
Investments
$38,910
Debt
−$3,120
Budget

A budget that adapts to your life.

Set monthly targets by category. Roll unused dollars forward, or start fresh. CashCaptain learns from how you actually spend.

Monthly budget
Groceries$412 / $600
Dining out$285 / $250
Transportation$95 / $200
Entertainment$60 / $150
Understand

Watch your money flow.

Sankey diagrams and spending breakdowns turn raw transactions into a story you can read at a glance.

Where it went · last month
Income$5,400Housing$1,800Living$1,200Savings$900

Three steps. Then it just works.

1

Connect your accounts

Link your banks, cards, and brokerages in seconds with secure read-only access.

2

Watch it organize itself

Transactions are auto-categorized as they come in. Tweak the rules anytime.

3

Set goals and track them

Build budgets that match how you actually live, and watch progress in real time.

Ready to take command?

Get a clear picture of your money in two minutes. No card required to try.