Personal finance on autopilot
Balance is a modern personal finance software to help you understand your money better.
Balance connects to over 12,000 financial institutions and displays all accounts in one unified dashboard, allowing users to monitor checking, savings, and investment accounts without switching between apps.
Balance uses AI to detect recurring charges automatically, sends low balance alerts, tracks subscriptions and bills, and provides daily digests so users can plan ahead and avoid surprise charges.
Balance's Affordability Analysis feature converts financial goals into actionable plans with realistic timelines and multiple pathways, helping users evaluate options through scenario planning.
Balance automatically categorizes transactions, provides spending trend analysis, identifies subscription creep, and offers spending optimization insights to help users understand where money goes and find opportunities to improve efficiency.
Balance tracks investment portfolios with real-time market data, performance analytics, benchmark comparisons, and trend analysis to enable confident investment decision-making.