SweepIQ: Smart Cash Manager

SweepIQ: Smart Cash Manager

Sweep Surplus from Checking

5 ratings
2 reviews
Free
In-App Purchases

Details

Released
September 2, 2026
Updated
September 13, 2026

Features

SweepIQ: Smart Cash Manager screenshot #1 for iPhone
SweepIQ: Smart Cash Manager screenshot #2 for iPhone
SweepIQ: Smart Cash Manager screenshot #3 for iPhone
SweepIQ: Smart Cash Manager screenshot #4 for iPhone
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About

This app helps you manage your checking account balance by identifying surplus funds for investment. It monitors your spending and pay schedule to notify you when you have extra cash available or when your balance is low.

✓Monitors checking account balance
✓Identifies surplus funds for investment
✓Notifies based on pay schedule
✓Calculates personalized target balance
✓Connects to brokerage accounts
✓Automates investing based on user settings
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What's New in SweepIQ

1.0.2

September 13, 2026

CustomerID fix, other app wording updates

2

Subscriptions & In-App Purchases

TargetIQ

Personalized checking account target balance

$3.991 Month
1 Month trial
How to cancel SweepIQ subscription ⁉️

User reviews

Awesome app!

Easy to understand and quick to set up! Makes everything super simple

Great App!

Fantastic app! I love all the breakdowns and information it gives. And the Auto-sweep feature is really neat!

FAQ

How does SweepIQ help manage my checking account?

SweepIQ monitors your checking account balance against a target you set, factoring in your pay schedule. It notifies you if you have surplus funds available to invest or if your balance dips too low.

What are the subscription plans for SweepIQ?

SweepIQ offers two plans: Smart Target for $3.99/month, which includes personalized targets and vendor customization, and Invest for $5.99/month, which adds brokerage connection and automated investing.

Does SweepIQ have a free trial?

Yes, SweepIQ offers a 30-day free trial for all subscription plans. You can cancel anytime during the trial period.

Is SweepIQ secure?

SweepIQ uses bank-level security via Plaid for account connections. It emphasizes user control, stating it never moves money or makes investments without your explicit approval and configured rules.

Can I connect my brokerage account to SweepIQ?

Yes, the 'Invest' plan allows you to connect your brokerage account directly within the app. This enables automated investing of surplus funds once they are transferred.

How does SweepIQ automate investing?

Once funds are transferred to your brokerage, SweepIQ automatically invests them according to your settings. This includes prioritizing an emergency fund before growing your selected portfolio.

What devices does SweepIQ support?

SweepIQ is supported on iPhone, iPad, and iPod devices, indicated by its age rating of 4+.

How often is SweepIQ updated?

SweepIQ was last updated on September 2, 2026, with its latest version being 1.0. This suggests a recent release with potential for future updates.