Link Accounts
Connect your bank and investment accounts securely using Plaid.
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FinTrack helps you connect your bank accounts and investments, track your spending habits, forecast your financial future, and receive personalized investment advice powered by AI.
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Transaction: Groceries at FreshMarket
-$72.50 from Checking Account
Investment Buy: +3 shares of MSFT
-$980.00 from Investment Portfolio
Savings Goal Update: On track for Q4 target
You've saved 75% of your vacation fund!
AI Investment Advice: Rebalance recommended
Consider adjusting exposure to tech stocks
New Account Linked: Discover Credit Card
Account data imported successfully
Expense Categorized: Utilities - Internet Bill
-$65.00 from Checking Account
Connect your bank and investment accounts securely using Plaid.
Connect NowCategorize and visualize your spending habits.
View ExpensesProject your future savings based on your income and spending.
Plan SavingsReceive personalized, AI-driven investment recommendations.
Get AdviceCreate custom financial reports for analysis or tax purposes.
Create ReportDefine spending limits for different categories and stay on track.
Manage Budgets