Bills & income
Keep due dates and expected paydays together. Set recurring schedules instead of entering the same thing again.
A LITTLE CLARITY GOES A LONG WAYYour money,
Your money,
with a clearer view.
See where you stand today, what’s coming next, and how your plans could play out. All in a space that feels like yours.
Free plan: no card. Core trials: card required. Compare plans
Designed for your phone.
Just as comfortable on your desktop.
Just as comfortable on your desktop.
A GLIMPSE OF YOUR EVERYDAY
Personal spaceMy view
SGood morning, Sam
A little more clarity.
Effective Available
$3,250.00Your checking, with card coverage accounted for.
Checking$4,250Reserved for card−$1,000
Coming upNext 7 days
ElectricitySep 10 · bill
−$165PaydaySep 15 · income
+$2,100Home
Accounts
Plan
Goals
A home for your money.
And a little breathing room.
And a little breathing room.
Example dashboard · sample data · Core account setup
01
Understand today
Balances with the context that matters.
02
See what’s ahead
Bills, paydays, and possibilities.
03
Make it your own
Your categories. Your goals. Your space.
LESS GUESSING. MORE SEEING.
Go on. Take a look around.
Try a few of the things you’ll do inside the app. These previews use sample data, so you can explore before creating an account.
INTERACTIVE PREVIEWCore feature
Personal space · sample September
Your next 30 days.
Lowest projected balance$2,965Sep 12
At the end of 30 days$5,255Based on sample bills & income
Projections use the balances, bills, and income you provide. They’re estimates, not a guarantee.
A guided sample of ClearViewCash. Your account starts with your own information. Feature availability varies by plan.
THE EVERYDAY, ALL TOGETHERThe details have
The details have
a place, too.
From the next electricity bill to a shared household plan, keep the moving parts of your money in view.
Budgets & activity
Follow spending by category, review transactions, and give the details names and colors that make sense to you.
Your space, or a shared one Core sharing
Keep a personal view or build a household space. Choose the accounts and transactions you share with others.
FROM FIRST SIGN-IN TO YOUR FIRST CLEAR VIEW
Start small. Make yourself at home.
Your account starts with your own blank space. Add a little information, and your picture begins to take shape.
- 1
Create your space
Make an account and set up a space for your money. Start with Free, or explore Core when you want more.
- 2
Bring your money into view
Start by adding bills and income, or connect a supported bank to bring in account balances. Your balances and plans begin to tell a fuller story.
- 3
Make it feel like you
Choose your categories and dashboard modules. With Core, look ahead with forecasts and try out your first what-if.
A simple start, room to grow. Free includes manual tracking, bills, and budgets. Core adds forecasts, Scenario Studio, reports, and household sharing.See what’s in each plan
BEFORE YOU MAKE YOURSELF AT HOMEA few useful things
A few useful things
to know.
What does “Effective Available” mean?
It puts your balances in context using the accounts, card coverage, and inclusion rules you choose. In the example above, $4,250 in checking minus $1,000 reserved for a card leaves $3,250. Your number depends on your setup and latest recorded or synced balances.
Do I have to connect my bank?
You can start with manual tracking. If you choose to connect a supported bank, connections are read-only. Available institutions and update timing vary. Read about security.
Will my account look like these previews?
These are simplified previews of the app’s design and features, filled with example amounts. Your new space starts empty and takes shape as you add accounts, bills, income, and goals. Some features shown, including forecasts and what-ifs, require Core.
Does a what-if change my real accounts?
No. Scenario Studio models possible changes to your cash flow. A scenario doesn’t move money, pay a bill, or alter your bank balances. It helps you compare possibilities before deciding what to do.
Make room for what matters.
Less piecing things together. More seeing the whole picture.
Free to start. Yours to make your own.