Your whole financial picture and where it's headed.
The cards, the 401(k), the house and its mortgage, the grants that haven't vested: one balance, kept current, and a line drawn out through the years ahead.
Everything you own, owe, earn and expect, in one view.
Accounts & balancesBanks, cards, loans, brokerages, a house and its mortgage, netted into one balance with the history behind it.Plan & goalsA plan taken once from your income and kept current from your accounts, with savings, bills and debts against it.Scenarios & ReportsThe years ahead under today's assumptions, and again with one of them changed.Shared financesTwo logins and one plan. An account is joint, balance only or separate, a savings fund can be one person's, and the household total still reconciles.Equity compensationGrants, vesting dates, exercise cost and the tax, counted next to everything else.Data portabilityHistory in from the old app, a bank's CSV or a brokerage file, and every table back out as a file on any day.
Reports and scenarios, from the same numbers.
Cash flow across every account, for any window.
Income, spending and what's left, month by month, with the transactions behind any figure a click away.
The same years, with one assumption changed.
An extra payment each month, or one lump sum next spring. Taiga Finance draws the line each would produce and shows the math behind it. What to do about it is up to you.
How the business works.
About Taiga Finance →$12 a month, or $90 a year. A partner on the account is included.
Nothing on the screen is an ad. No placements or paid recommendations, and one plan with nothing locked behind an upgrade.
Your bank login never reaches us. You enter it on Plaid's screen. We can't see it, and we don't store it.
Independent, and planning to stay that way. A small team, no investors, no board.
Take your data anywhere. Every table downloads from Settings as CSV, on any day.
Fourteen days free. The trial is the full product, bank connections included, before the first charge.