MoneyFlow: Personal Finance

MoneyFlow gives you a clear, complete picture of your money — without the spreadsheets. Connect your bank in seconds with Plaid for automatic transaction sync, or upload PDF and CSV statements from any bank. MoneyFlow does the rest. WHAT YOU CAN DO • Automatic categorization — every transaction is sorted and cleaned up into readable merchant names. • Recurring payment detection — MoneyFlow finds your subscriptions, bills, and regular income across months, even when amounts vary. • Payment calendar — see every upcoming bill and expected deposit before it happens. • Spending insights — drill into any category to see exactly where your money goes, and compare month to month. • Savings goals — set targets and track your progress. • Income vs. expenses & savings rate — know your true monthly surplus at a glance. TWO WAYS TO ADD YOUR DATA • Plaid live sync — link once and transactions flow in automatically from 10,000+ institutions. • Statement upload — download a PDF or CSV from your bank and import it. Works with any bank. BUILT FOR PRIVACY & SECURITY • Two-factor authentication and trusted-device management. • Your financial data is encrypted and never sold. MoneyFlow is free to get started. Take control of your money today. Questions? Visit moneyflowinc.com