NEWAI Insights Incoming...

Take control of your money.Effortlessly.

Join thousands who have transformed their financial lives with financial tracking, smart insights, and bank integration.

Why choose your finance hub?

Everything you need to understand spending, plan ahead, and stay in control, securely, in one place.

Read-only bank connections

Connect accounts safely with Plaid. We never store your bank login and can’t move money.

Instant categorization

Auto-categorize transactions and build budgets in minutes, no spreadsheets required.

Clear insights

See where your money goes with trends, recurring charges, and monthly summaries.

Premium experience

A fast, distraction-free UI that feels great on desktop and mobile.

Connect your banks
Connect to 10,000+ banks worldwide via Plaid.
Chase
Checking • ••1234● Synced
Bank of America
Savings • ••7781● Synced
Wells Fargo
Credit Card • ••4509● Needs attention
Capital One
Credit Card • ••9012● Synced
Wise
Multi-currency • ••0331● Synced
Revolut
Card • ••2208● Synced
1
Create your account
Welcome!
Create your profile
Monthly budget: $3,000
Save $500/month
Pay off credit card

Get started in minutes

Sign up and set your goals, budgeting, saving, or paying down debt.

2
Connect banks (or upload CSV)
Bank Connections
10,000+
banks supported via Plaid
Chase Bank
CSV Upload

Get started in minutes

Link accounts for automatic syncing, or import transactions via CSV when you need it.

3
Track budgets & net worth
Credit Card
-$1,234
Savings
+$5,678
Net Worth
$24,567

Get started in minutes

Get insights on spending, upcoming bills, and progress toward your goals, updated automatically.

Frequently asked questions

Quick answers about bank connections, privacy, and how PennyWise helps you track your finances.