Features
Everything SetBucks does for your month.
Each part answers one plain question: what came in, what went out, what's still coming, and how the month will end.
We'll only email you about our launch. 14 days free, no card needed.
Bank connection
Your transactions arrive on their own, read-only.
Learn moreRecurring & bills
Every bill that repeats, and every one still to come.
Learn moreForecast
Your balance on any day of the month, before it gets there.
Learn moreAnalysis
Money in, money out, and what's left, by category.
Learn moreInbox with AI
Forward a receipt. Approve the transaction it suggests.
Learn moreAccounts & credit cards
Checking, savings, cash and cards, in one total.
Learn more
Also included
The small things that add up
Transfers
Move money between your accounts without it counting as spending.
Installments
Payment plans with every installment on its date, each one editable.
Import
Bring in CSV, Excel (XLSX) and OFX files, and undo a bad import in bulk.
Export
Download your records as PDF, Excel or CSV, any time.
Email reminders
What's due, by email, daily, weekly or monthly, in your timezone.
Light and dark
Pick the look you like. Works on your phone's browser and your computer.
With your money in order, the only limit is you.
When we open, add your accounts and see where your money stands today, and every day ahead.
We'll only email you about our launch. 14 days free, no card needed.