Baker Family Inc.

For the life we're building together, and the future we believe in.

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Baker Family Inc.

For the life we're building together, and the future we believe in.

Heads up
Next 30 days

Bills coming up

This month

Spending vs. budget

Next 30 days

Cash forecast

Last six months

Money in, money out

■ Income   ■ Spending (transfers excluded)

Accounts

Net worth

Add or update an account
Every recurring charge in one place

Bills & subscriptions

BillAmountHow oftenNext dueCategory
Found in your transactions

Looks recurring

Add a bill

Split a charge

Add a transaction by hand (cash, Venmo, anything not in a statement)

DateDescriptionAccountCategoryAmount

Change a category and choose "every time" to teach it for that merchant.

Bring in transactions

Import a statement

Download a CSV from your bank or card (Chase, Chime, Apple Card, etc.) and drop it here. Duplicates are skipped automatically, and the AI sorts anything the rules don't recognize.

Money coming in

Paychecks

Monthly

Budget

Together

Goals

AI

Ask the family CFO

Answers come only from what's in here: your imported transactions, bills, balances, budget and goals.

Nothing gets lost

Backups

A copy is saved automatically before every change, plus one each day, kept for 90 days. Restoring saves the current state first, so a restore can be undone too.

Download full backup
Who did what

Activity

Access

Sign-in security

Only mikebaker1398@gmail.com and kelliebaker13@gmail.com can sign in. Sessions last 30 days. If a phone or laptop is lost, sign everyone out and sign back in.

Baker Family Inc.Private to Mike & Kellie. Download a backup