Plan your finances together.
One shared view of your household's money, goals you're both working toward, and a plan for what's ahead.
Accounts
All of your money, on one page.
You each connect your own banks, and Taiga Finance shows the household every account in one ledger with one net worth. A filter shows what's yours, what's your partner's and what's joint.
Scenarios · Retirement savings planner
One retirement, planned for both of you.
The retirement planner lists both of you as members and starts from the household's balances. Change an assumption and the projection redraws; a saved scenario can be joint, open to both of you, or yours alone.
Scenarios in the help center →
Plan
The plan you kept meaning to make.
Both incomes land in one monthly plan: what comes in, what goes to savings and investments, and what's left to spend. Taiga Finance tracks the month against it, so the plan is made once and checked, not rebuilt.
Accounts · Sharing
And what's yours stays yours.
An account is Joint, Balance only or Separate. Separate keeps the account and its transactions to its owner; your partner sees one hidden rollup, so the household totals still add up. Nobody hands over a password.
What a partner sees, in the help center →
Asked often.
Yes. A Taiga Finance household is two people, each with their own login and their own accounts, looking at one shared plan and one net worth.
Yes. An income is its own line in one household plan, and the totals, what's left to spend and the month's progress belong to the household. A savings fund can be one person's, and its line still counts in the household total.
Yes. Scenarios belong to the household. The retirement planner lists both of you as members and starts from the household's balances; the college planner shows each child and everyone together. A saved scenario can be joint, open to both of you, or yours alone.
Yes. An account's sharing is Joint, Balance only or Separate. For a Separate account, your partner sees no name, no balance and no transactions, only one hidden rollup so the totals still reconcile.
A member leaves by deleting their sign-in. Joint accounts, categories and the plan's history stay with the household; the leaving member's Separate and Balance only accounts, private transactions, personal plan lines and savings funds are deleted with the sign-in. A preview itemizes the split before anything runs.