Start with the accounts you already have.
Bring your PDF statements without needing to share a bank login.
For personal books
Your personal money.
A little more clarity.
Bring your household bank and card statements into Personal books, with the detail behind what came in and what went out.
A working view of your money
More understanding.
Less piecing it together.
The tools that matter to personal books, connected to the records behind them.
Your money, mapped.
OctoberMoney out this month
Statement checked ✓$31,840.00
✧Every total leads to the transactions behind it. Select a category to look closer.
Illustrative product view · Example data, not client records.
Understand where it went.
Use the Map and Overview to explore spending and the transactions behind the totals.
Bring in the people you choose.
Family can work through people and permissions. Keep reminders and questions in the same place as the records.
Your next step
Start with the fit.
Build from there.
Explore the complete books in Standard, staff help in Premium, or a single focused Lite product. Pricing is coming soon.