Hi Everyone,
We’re inviting 25 additional beta testers (U.S. only) to try out our iOS personal finance app — now available on TestFlight — as we gear up for public release. We previously posted here and received great feedback, and we’re excited to welcome more testers to help refine the experience.
📱 About the App: Our app offers a holistic view of your finances by automatically tracking your income, expenses, assets, liabilities, net worth, and cash flow — all in one clean and responsive interface.
🔑 Key Features:
- 🔗 Connect your financial accounts: Checking, savings, credit cards, loans, 401(k), IRA, 529, CDs, and more.
- 📊 See where your money goes: Transaction history, category trends, and spending patterns over time.
- ✏️ Manual controls: Add/edit transactions manually and include/exclude items from calculations.
- 🧠 AI-powered assistant: Ask financial questions in natural language and get personalized insights instantly (This is experimental as of now). This is based on summarized financial data and no personal information is used.
🔔 Smart, Customizable Notifications:
- Low balance alerts (checking/savings) * If a connected bank account has low balance then receive the alert
- High-value transaction alerts * We will send out an alert when we detect any high value transaction posted in any of your connected accounts
- Loan balance alerts (total liabilities) * When your total loan balance crosses a certain amount
- Asset balance alerts * When your total asset crosses a certain amount
- Monthly budget alerts * Keep track of your total monthly budget by tracking actuals against budget (e.g., receive alert when 80% of budget is spent)
- Disconnected account alerts (prompting users to relink)
All thresholds are user-defined, and alerts are sent in real time (there is some lag in getting the financial transactions in our app depending on the financial institution, however we send the alerts as soon as we detect it) to help users stay informed
🔐 Privacy & Security:
- Data is encrypted end-to-end
- No personal information is used for model training
- Users have full control over what’s included in calculations
🧪 Join the Beta (U.S. Users Only):
https://testflight.apple.com/join/3QwmcB9B
The beta is free, takes few minutes to join, and we’d love your feedback to help us make the app even better. Thank you for supporting early-stage app development!
To help us monitor performance during this early beta, we kindly ask that you connect up to 5 financial accounts for now. This helps ensure stability and smoother feedback collection.
