Personal Budgeting

    Know your
    real number.

    Your bank balance ignores the rent due Tuesday. Safe-to-spend is what you can actually touch.

    See how it works
    256-bit encryption · read-only access, always
    App mockup: safe-to-spend screen showing $951 available after bills, subscriptions, and savings are set aside, with this week's daily spending, a live coffee transaction, and an on-budget pace ring.

    12,000+

    banks supported

    60 sec

    to set up

    100%

    read-only access

    $0

    we can ever touch

    Same account.
    Two different numbers.

    Your bank shows what's sitting there. CashWise shows what's truly yours to spend.

    Your bank appmisleading

    Available balance

    $2,986

    Rent due in 4 days−$1,200
    Airbnb charge Friday−$400
    Savings auto-transfer−$200
    CashWisethe truth

    Safe to spend

    $1,186

    The real number, after every bill and transfer you haven't made yet. Spend it without a second thought.

    App mockup: budget screen with color-coded pacing bars for groceries, dining, gas, and fun — dining flagged early as pacing forty dollars over budget.

    Budgets

    Budgets that
    pace themselves.

    Every category warns you early — before the damage, not after.

    App mockup: upcoming recurring charges — Spotify in three days with a price increase flagged, then Netflix, iCloud, and YouTube Premium renewals with dates. A floating chip shows Hulu was canceled, saving $17.99 a month.

    Recurring

    Bill alerts,
    days early.

    Renewals and price hikes flagged ahead — cancel the ones you forgot.

    How it works

    Set up in
    60 seconds.

    01

    Connect your bank

    Log in via Plaid and your accounts sync in about 60 seconds. 12,000+ institutions.

    02

    See your picture

    Your safe-to-spend number, spending by category, and upcoming charges — one screen.

    03

    Stay ahead

    Bill alerts, AI insights, and a real-time number that updates with every transaction.

    Everything connected.
    Everything clear.

    Bank-connected in 60s

    12,000+ institutions via Plaid — the same connection Venmo and Robinhood use.

    Auto-categorized

    Every transaction sorted the moment it posts. No tagging required.

    AI insights, actually specific

    The subscription you forgot, the category trending up, the spike worth knowing.

    Works with GroupVault

    Shared expenses sit beside your own — one real picture.

    Learn more

    FAQ

    Budgeting questions.

    More questions? See all FAQ →