Navigate. Inform. Assist.

Make money choices with confidence.

BalanceUp is your personal finance co‑pilot: budget in minutes, sync accounts securely, and turn spending data into clear, AI‑powered guidance.

Start 30‑day Free Trial No ads • Cancel anytime
Auto‑Categorized
Transactions
Plaid‑powered
Bank Sync
Real‑time
AI Insights
BalanceUp dashboard

Everything you need to stay on track

Simple tools, strong insights, zero fluff.

Smart Budgets

Create monthly budgets by category with pacing bars and progress alerts.

Budget screen

Auto‑Categorized Spending

Transactions stream in via Plaid and are neatly organized for you.

Transactions list

AI‑Powered Insights

Personalized trends, pacing, and forecasts help you decide what to do next.

Insights overview

See it in action

A clean UI that feels at home on iOS. Tap for clarity, not complexity.

No ads Private & Secure
Dashboard Budget Insights Overview AI Spending Predictions Income Insights Category Breakdown Transactions Community

Learn with the BalanceUp community

Share tips, ask questions, and get feedback from real people improving their finances—right in the app.

  • Topic-based posts & comments
  • Like, save, and follow threads
  • Moderation & content guidelines
Community forum screen

Simple pricing

30‑day free trial • No ads • Cancel anytime

Monthly

$8.99/mo

  • ✓ Full budgeting suite
  • ✓ Bank sync (Plaid)
  • ✓ AI insights & forecasts
  • ✓ Community forum
Start Monthly
Best value

Yearly

$69.99/yr

  • ✓ Everything in Monthly
  • ✓ Priority updates
  • ✓ Price‑lock for early adopters
Start Yearly

Frequently asked

How do you connect my bank?

We use Plaid to securely link accounts. Your credentials never touch our servers.

Will there be Android?

Yes—Android development begins December 2025.

Can I cancel anytime?

Absolutely. Manage your subscription in the app. You keep your data.

Is my data private?

We never sell personal data. Read our security and privacy policies below.

Need more help?

Visit our support page for detailed guides and contact information.

Legal & Compliance

Transparent policies that protect you and your financial data.

Terms of Service

Our service agreement covering app usage, subscriptions, and user responsibilities.

Read Terms

Privacy Policy

How we collect, use, and protect your personal and financial information.

Read Policy

Security Policy

Our comprehensive security measures and data protection protocols.

Read Policy