Create a theme

Start from a preset, or pick your own colors, radius and font in the sidebar. Every component below updates as you go.

Set the primary and neutral colors once for light mode and once for dark mode. Each color scale is built from them, so one value changes every shade. Colors that are too light, too dark or too strong to work as a base are moved back into range.

When it looks right, copy the CSS and paste it after the stylesheet. It sets the same variables on :root, so your whole site follows.

How did you hear about us?

Select the option that best describes how you found us.

Set a new milestone

Define your financial target and we'll help you pace your savings.

Target amount

Savings targets

Active milestones for 2026 across your portfolio. Monitor how close you are to each savings goal.

Retirement $420,000
65% achieved

$273,000

Real estate $85,000
32% achieved

$27,200

Badge Secondary
Discard changes?

Your unsaved changes will be lost.

  • Planning
  • Account


  • Danger zone
  • Sort by

  • Columns
  • Payout threshold

    Set the minimum balance required before a payout is triggered.


  • Profile updated successfully
  • Connect bank

    Link your payout method to receive monthly royalty distributions automatically.

    Cover art
    Minimum 3000 × 3000px
    JPEG or PNG only

    Kitchen island

    Hue color ambient

    How secure is my financial data?

    We use bank-level AES-256 encryption and SOC 2 Type II certified infrastructure, and we never store your credentials. All connections use read-only access tokens.

    How do I connect my bank or investment accounts?

    Go to Accounts, select Add account and search for your bank. You sign in with your bank directly, and we never see your password.

    Can I export my data for tax purposes?

    Yes. Go to Settings and select Export. You can download your transactions as CSV or PDF for any date range.

    When am I charged?

    You are charged on the same day each month, starting on the day your trial ends.

    Can I cancel at any time?

    Yes. Cancel from Settings and you keep access until the end of the billing period.

    How many goals can I create?

    As many as you like. Each goal gets its own progress bar and savings pace.

    Can I share a goal with my partner?

    Yes. Open the goal, select Share and send an invite by email.

    Claimable balance $0.00 Pending setup
    Net royalties
    $0.00
    Processing fee
    -$0.00
    Total ready to claim
    $0.00 USD

    Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.

    Syncing your accounts

    We're pulling in your latest transactions. This usually takes a few seconds.

    Search 5021 icons

    Type a name to find icons from the Tabler icon set.

        Move Open Esc Close