Track spending, manage budgets, watch your investments, and sync your bank — all running on your own hardware.
No credit card required to start.
Monthly income vs expenses, spending by category, top merchants — at a glance.
Paginated history with filters, inline editing, split transactions, and bulk categorisation.
One-click Up Bank sync with automatic nightly import. CSV import for any other bank.
Create rules that automatically categorise transactions as they come in.
Set monthly budgets per category and track live spend against them.
Portfolio holdings, value over time, performance vs deposits, and crypto log.
After your 14-day free trial
Try the demo account — pre-loaded with six months of realistic Australian data.