For individuals
Your whole financial life on one screen
Connect the accounts you already have and MoneyWheel reads them for you — what came in, what went out, what is due next, and what you are worth.
Free to start · No card required · Read-only bank connections
Where the month went
Every charge lands in a category and the wheel shows the split. Click a wedge to read the transactions behind it.
The subscriptions you forgot
Recurring charges are found in your own history, priced monthly and annually, so the $9 you stopped using is impossible to miss.
Net worth, month over month
Cash, savings, investments and things you enter by hand, less the cards and loans. One number, and its direction.
Told before it lands
An email of the bills coming due, so nothing overdrafts you by surprise.
Receipts where the charge is
Attach a photo or a PDF to any transaction and it stays with it.
A budget that writes itself
Needs, wants and savings on a dial you drag. The lines are suggested from your last 90 days, and envelopes set cash aside for the things you are saving for.
Three steps
- 1
Create your account
Name, email, a verified code, a password. No card.
- 2
Connect your banks
Checking, savings, credit cards and brokerages link through Plaid. Anything it cannot reach you can add by hand.
- 3
Read your money
Balances, categories, recurring bills and net worth are there on the first sync — this month, this year, or any period you pick.
Plus
$7.99/mo
$80/yr paid yearly · $6.67/mo
- Six months of history and nightly bank syncs
- This year, any quarter or a custom period, plus cash flow and the bill calendar
- Category rules that keep your corrections stuck
Every plan starts with 21 days free, and asks for no card until the trial ends.
Connect one account and read your month
The first sync categorises your history and finds your bills. Free, and no card.
Get started free