My Money
See your money clearly — your net worth, what you can actually spend, and where it all goes. With your personal, business, and investment spending finally kept apart.

Clear, calm, and honest.






Your whole financial picture.
Built for the way a real owner’s money actually works — business and personal on the same cards, and every dollar accounted for.

Everything you're worth, at a glance
Every account in one place — checking, savings, cards, investments — added up into your real net worth and the cash you can actually spend right now. Personal, Business, and Investment sit in their own sections.

Business and personal, finally apart
You run a business off the same cards you buy groceries with. Mark an account — or a single transaction — as personal, business, or investment, and My Money keeps the two worlds cleanly separated for clarity, control, and tax time.

See exactly where it goes
Spending broken down by category over any period, with the Personal / Business / Investment split always in view. A business charge on a personal card still counts as business — because that's the truth of it.

The whole story on every charge
Tap any charge for everything your bank knows about it — merchant, date, category, account — then recategorize it or flag it business or personal. Sensitive numbers stay hidden behind a tap.

Linked safely — never touched
Connect your banks through Plaid in a few taps. My Money can see your balances and transactions, and can never move a cent. Your bank login is entered in Plaid's own secure screen — the app never sees it. Disconnect any bank anytime.
The whole picture, side by side.
On iPad, My Money opens into three columns — your sections, the list, and the detail at once. Tap an account and its transactions sit right beside it; tap a category and see exactly where the money went. The same private, read-only picture, with room to breathe.


Read-only, by design.
My Money connects to your banks through Plaid and can only ever look— it cannot move, send, or withdraw a single cent. Your bank login is entered in Plaid’s own secure screen, so the app never sees it. What it reads is kept on our own encrypted backend, never sold and never shared — see the Privacy Policy.