Live demo — sample data only, nothing here is real

Join the waitlist

Here's where you stand

Cash

$14,520

You owe

−$640

3 connected accounts · synced just now

Read-only syncInvestments included

Net worth

$28,130

Trend builds from here — a snapshot each day you visit.

Investments

$14,250

This month

September 2026

Analytics

Money in

$6,400

Money out

$974

Kept

$5,426

Biggest driver

Groceries was your biggest driver at $310, led by Loblaws.

Pace vs your usual month

Right on your usual pace for day 2.

Spending source

card 83% · bank 17%

Credit cards

$804

Bank/debit

$170

Category map

Groceries · $310Gas · $145Food & dining · $141Health · $110Shopping · $90

Latest activity

All transactions

Netflix

Sep 2 · Entertainment

−$16.99

Spotify

Sep 4 · Entertainment

−$12.99

Loblaws

Sep 5 · Groceries

−$64.50

GoodLife Fitness

Sep 7 · Health

−$55.00

Starbucks

Sep 8 · Food & dining

−$22.40

August 2026 in review

Details

You brought in $6,400, spent $951, and kept $5,449.

Biggest category: Groceries at $310.

Spending was $49 higher than the month before.

Worth a look

Only sync, renewal, or money decisions that need attention.

You're all caught up. Accounts are synced and nothing needs action right now.

Connected accounts

Grouped by institution with live balances and sync status.

Add

EQ Bank

$8,100

synced just now

High-Interest Savings ···· 1190

Cash

$8,100

CIBC

$6,420

synced just now

Chequing ···· 4821

Cash

$6,420

Amex

−$640

synced just now

Cobalt Card ···· 7733

You owe

−$640

Coming up

Manage

Recurring charges expected in the next 30 days.

Adobe

In 14 days · Sep 28

$30

Netflix

In 18 days · Oct 2

$17

Spotify

In 20 days · Oct 4

$13

GoodLife Fitness

In 23 days · Oct 7

$55

Total leaving

$115

Safe to spend: $14,405 — your cash after the $115 above leaves.

Cash in ~30 days: about $19,993 — if this is a usual month (you typically keep $5,473/month).

Money on the table

You're giving up about $120/year for no reason. Here's exactly how to keep it.