Your money, in sync
Track spending, set budgets, and import transactions in one place. Built for Canadians — simple, private, and always in CAD.
Everything you need to stay on top of spending
Dashboard, budgets, recurring transactions, and CSV import — no clutter.
Spending overview
Daily, weekly, and monthly views with clear totals and category breakdowns.
Budgets
Set limits by category and see how much you’ve used at a glance.
Transactions & recurring
Log one-off or recurring items. Edit or remove future repeats without touching the past.
Import from CSV
Wealthsimple Cash and most bank exports. We detect columns and suggest categories.
Sync key (optional)
Connect external feeds via webhook using your personal sync key for automatic imports.