Take Control of Your Finances

Automatically sync your bank accounts, categorize transactions as you teach it, and track your spending with powerful budgeting tools.

Free During Beta
Bank-Level Security
Read-Only Access

Dashboard Preview

Everything You Need to Master Your Money

Powerful features designed to make budgeting effortless

Automatic Bank Sync

Connect your bank accounts securely via Plaid and automatically import transactions. No more manual entry.

Smart Categorization

Categorize a merchant once and Coin Flow files every future transaction from them the same way.

Budget Tracking

Create monthly budgets, track spending in real-time, and see exactly where your money goes.

Custom Categories & Tags

Organize transactions your way with hierarchical categories and flexible tagging system.

Spending Trends

Beautiful visualizations show your spending patterns over time, by category, and by merchant.

Responsive Design

Access your budget from anywhere - desktop, tablet, or mobile. Your data syncs seamlessly.

Get Started in Minutes

Three simple steps to financial clarity

1
Connect Your Bank

Securely link your bank accounts using Plaid's trusted platform. Your credentials are never stored.

2
Auto-Categorize

Coin Flow files transactions using the categories you've chosen before. Review and adjust as needed — each correction teaches it.

3
Track & Budget

Create budgets, track progress, and gain insights into your spending habits with beautiful charts.

Your Security is Our Priority

Bank-Level Encryption

All data is encrypted in transit and at rest using industry-standard 256-bit encryption.

Read-Only Access

We can only view your transactions. We cannot move money or make changes to your accounts.

Trusted by Plaid

Powered by Plaid, the same technology trusted by Venmo, Robinhood, and thousands of financial apps.

Your Data, Your Control

We never sell your data. You can export your information at any time, and delete your account whenever you want.

Ready to Take Control?

Connect your accounts and see exactly where your money goes — synced automatically, categorized for you, and always yours to export.

Start Your Free Account

Free while we're in beta — invite only, so we'll review your request and get you set up.