Clarity,
without judgment.
The dashboard for your marriage. See income and spending together, organized the way you choose—so you can stop fighting and start building.
Trusted by 10,000+ couples
What Couples Are Saying
Real stories from real couples.
"We finally stopped arguing about money. PersonalFi shows us exactly where we stand every day, so there's no guessing or surprise conversations."
Sarah & Mike
Married 5 years
"As newlyweds, we had no idea how to combine our finances. PersonalFi made it simple—we can see everything together without actually merging accounts."
Jessica & Alex
Newlyweds
"The calendar view changed everything. Seeing our spending patterns visually helped us plan for big purchases without stress."
David & Emily
Engaged
"We tried every budgeting app. PersonalFi is the first one that actually works because it doesn't make us feel guilty about every purchase."
Chris & Morgan
Married 10 years
Financial unity, simplified.
Most finance apps are backward-looking guilt trips. We built a forward-looking tool for couples who want to win together.
Joint Visibility
See all your accounts in one place without merging bank accounts. Maintain autonomy while gaining clarity.
Your Financial Canvas
Add income sources, categorize expenses against your businesses, manage multiple bank accounts, and share access with your partner. See your finances exactly how you want.
Visual Calendar
See your spending patterns at a glance. Green days mean you're ahead, red days mean you're building awareness.
The Experience Gap
Traditional finance apps are built for accountants, not humans. They focus on backward-looking tracking that induces guilt.
PersonalFi is built for forward-looking clarity. We answer the only question that matters: "Are we okay right now?"
- No manual spreadsheets
- Bank-level security (Plaid integration)
- Designed for two player mode
From chaos to clarity in minutes.
No manual entry. No complex spreadsheets. Just the truth.
Connect Accounts
Securely link your bank accounts via Plaid. Read-only access ensures your money stays safe.
See Today's Net
Get a single number that tells you exactly how much you have available to spend today.
Plan Together
Set goals and track progress without the spreadsheet headaches or arguments.
Your data is safe. Period.
We use the same encryption standards as major banks. Your credentials are never stored on our servers.
SOC 2 Compliant
Our systems are audited regularly to ensure they meet the highest standards of security and privacy.
256-bit Encryption
All data is encrypted in transit and at rest using AES-256 encryption. Your financial life stays private.
Plaid Integration
We partner with Plaid to securely connect to 12,000+ financial institutions. We never see your login details.
Simple, transparent pricing.
Invest in your relationship for less than the cost of a streaming subscription.
Individual
Perfect for getting your own house in order.
- Connect unlimited accounts
- "Today's Net" dashboard
- Basic categorization
Family
Everything you need to build wealth together.
- Everything in Individual
- Partner sharing & sync
- Advanced insights
Ready to stop fighting about money?
No credit card required for 14-day trial. Cancel anytime.
Frequently Asked Questions
Everything you need to know about PersonalFi