Balance is the modern way to manage your money. Connect accounts, track spending, and understand your finances with intelligent automation.
Here are some highlights:
🏦 Unified Financial View: Bring all your accounts and assets together in one place for a complete financial overview.
📃 Transactions on Autopilot: Track every transaction across all accounts. No more sifting through different banks.
🏷️ Smart Categorization: With Balance, you can assign multiple categories to a transaction—just like #tags. This makes grouping transactions logically much easier. Use these tags to filter or create custom views of your data.
📊 Transaction Trends: Gain insights about your money with Transaction Trends. Spot patterns and get a sense of how money flows.
⏪︎ Monthly Recaps: A comprehensive monthly financial summary that helps you step back and understand your financial patterns over time.
🤖 AI Chat: A financial assistant in your pocket. Balance AI has context of your transactional and account data, so ask questions or get insights about your money.
Balance has a lot more to offer and is currently available in the US 🇺🇸 and Canada 🇨🇦. If you're in the market for a personal finance app, do explore Balance. And if you have any questions, feel free to reach out!
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