Personal finance tracking. $30/year. All-in.
MoneyVue syncs with your bank via SimpleFIN, tracks budgets, investments, and net worth — for less than half what others charge.
Available in the US and Canada
MoneyVue syncs with your bank via SimpleFIN, tracks budgets, investments, and net worth — for less than half what others charge.
16,000+ banks supported via SimpleFIN
Bank-level 256-bit encryption
Read-only access — we never move money
Bank Sync
SimpleFIN is an open protocol for secure, read-only financial data sharing. The SimpleFIN Bridge connects to your bank through MX — no screen scraping, no shared passwords, just a direct encrypted connection.
Read-only — we cannot move your money, secure and private
16,000+ institutions — banks, credit unions, brokerages
All your accounts in one place — checking, savings, credit, investments
Your Bank
Checking, savings, credit cards
SimpleFIN Bridge
Encrypted, read-only connection
MoneyVue
Your complete financial dashboard
Everything you need
Track spending, build budgets, monitor investments, and spot recurring charges — all in one place.
Connect your accounts via SimpleFIN. Transactions sync automatically every hour with merchant icons, smart categorization, and powerful filters.
Pick the style that fits your life. Category budgets assign a specific limit to every expense category — classic envelope-style control. Flexible budgets set a single spend target across discretionary categories, so you stay on track without micromanaging every dollar.
See all your accounts in one place — checking, savings, brokerage, retirement. Track portfolio performance against benchmarks like the S&P 500.
Annual summaries, cash flow charts, top merchants, and spending trends. Understand where your money goes with beautiful, actionable reports.
Automatically detect every subscription and bill hitting your accounts. See what's coming up, spot price creep, and catch forgotten charges before they drain your budget.
Compare
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MoneyVue
$30/yr
|
Monarch
$100/yr
|
YNAB
$110/yr
|
Copilot
$120/yr
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| Bank sync | ||||
| Budgets | ||||
| Investments | ||||
| Net worth | ||||
| Recurring detection | ||||
| Transaction splitting |
Simple pricing
Complete personal finance tracking
FAQ
SimpleFIN is an open protocol for secure, read-only financial data sharing — like RSS for your finances. The SimpleFIN Bridge connects to over 16,000 financial institutions across the US and Canada, powered by MX, including major banks, credit unions, and brokerages. Your credentials are never shared with MoneyVue — only read-only access to transactions and balances.
Most US banks, credit unions, and brokerages are supported via SimpleFIN Bridge. This includes major institutions like Chase, Bank of America, Wells Fargo, Schwab, Fidelity, and thousands more. You can check if your bank is supported on the SimpleFIN website.
No, but at $3 for your first month (MoneyVue + SimpleFIN), it's less than a coffee. We believe the best trial is the real product — no feature gates, no time limits. If you love it, upgrade to yearly ($30/year) anytime and save 17%.
Yes. Full CSV export of all your transactions at any time. Your data is yours — we'll never hold it hostage.
Absolutely. We use bank-level 256-bit encryption for all data in transit and at rest. SimpleFIN provides read-only access to your accounts — we can never move money or make changes. We don't sell your data to third parties, ever.
MoneyVue is currently available in the United States and Canada only. SimpleFIN Bridge — our bank-connectivity layer — supports US and Canadian financial institutions, and we're focused on serving those users well before expanding.
Bank sync, budgets, net worth, recurring detection, and AI categorization — all for less than a latte.