We use bank-level AES-256 encryption, SOC 2 Type II certified infrastructure, and never store your credentials. All connections use read-only access tokens. We are a SEC registered investment advisor.

Go to Settings > Linked Accounts and search for your institution. We support over 12,000 banks and brokerages via Plaid and MX.

Yes. Navigate to Reports > Tax Export to download a CSV or PDF summary of your transactions, dividends, and capital gains for any tax year.

Basic includes budgeting, goal tracking, and up to 3 linked accounts. Pro adds unlimited accounts, dividend tracking, portfolio analysis, and priority support.

Go to Settings > Billing > Manage Plan and click Cancel. Your access continues until the end of your current billing period.

Yes. All new accounts start with a 14-day Pro trial. No credit card required.

Click New Goal from the Savings Targets card. Choose a category, set a target amount and date, and we'll calculate the monthly contribution needed.

Yes. Pro accounts can track unlimited goals. Basic accounts support up to 3 active goals.

We divide the remaining amount by the number of months until your target date, adjusted for your current savings rate and any auto-transfer schedules.