Wallet Buddy brings your bank and card accounts together, finds your bills and subscriptions on its own, and shows what you can safely spend. Right in your web browser, with Android and iPhone apps coming soon.
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Connect your accounts once. Wallet Buddy keeps them up to date and does the sorting for you.
See each week, month, quarter or year by category, with your biggest purchases and the places you go most.
Repeating charges are picked up automatically and laid out on a calendar, so you know what’s due and when.
Set limits for the categories you care about. Bills are budgeted on their own, so what’s left to spend is clear.
Bank accounts, cards, loans and things you own, like a home or a car, in one running total with charts.
Large purchases, low balances, fees, refunds, price increases, payday and a Sunday recap. Keep the ones you want.
Invite one person to the same accounts and budget. Each of you keeps your own login.
Wallet Buddy watches for charges that repeat and shows the week ahead at a glance. When a subscription quietly gets more expensive, you’ll hear about it.
Turn on payday view to see what’s safe to spend until your next paycheck.
Compare months side by side, put income next to spending, and follow your budget as the month goes on.
Rename merchants, fix categories once or for good with a rule, split a purchase and add notes or tags. Your changes show up on every device.
Your financial life is personal. Wallet Buddy is built to see as little as it needs and to keep it safe.
You sign in to your bank on Plaid’s secure screen. Wallet Buddy never sees your bank username or password.
Wallet Buddy can read your balances and transactions. It can’t move money or make payments.
Every connection is encrypted, and each new login is confirmed with a code sent to your email.
There are no ads or tracking tools, and your data is never sold. Read the privacy policy.
Explore the demo with sample data, or create your account and connect your first bank.
Works in your web browser today. Android and iPhone apps are coming soon.