WellthPlan

Proactive suggestions.

Finn

Finn

Your money, handled

I want to create a budget.
Your first bank account is now connected.
I'm syncing your transactions now, which can take a few minutes. You'll get a quick snapshot once everything is ready.
Now there's Finn — nice.

Leading to good habits.

Natural Language Q&A

Ask Finn anything: “How much did I spend on restaurants last month?” or “Am I on track to pay off my credit card by June?”

Proactive Alerts

Finn watches your accounts 24/7 and texts you what matters — low balances, large purchases, and new subscriptions.

Transaction Intelligence

Finn categorizes and explains your spending automatically, so you always know where your money is going.

Goal Acceleration

Set savings and debt goals, then let Finn track progress and suggest the fastest way to reach them.

Budget Creation

Tell Finn what you want to save and it builds a realistic budget from your real cash flow in seconds.

Chart + Visualize

Ask Finn for a breakdown and get instant charts of spending, income, and trends — no spreadsheets required.

Chat via text

Talk to Finn over SMS, iMessage, WhatsApp, or RCS. Everything syncs back to the app automatically.

Family & group finances

Invite your partner or family by text. Everyone shares the same accounts and context, so Finn keeps the whole household on the same page.

Finn
Cash flowNet debtEmergency fundProbabilityInvestments
Cash flow

We're cash positive around here.

The gold standard is saving 20%+ of your household's monthly income. Here's how Finn grades where you land.

  • 12% to 20% monthly savings
  • 2% to 11% monthly savings
  • Less than 1% monthly savings

This month · Miranda Family

+$1,248

Income
+$5,820
Bonus
-$3,159
Wants
-$1,201
Monthly savings rate25.7%