Too many apps? We Bring It All Together
Five logins to see your money? No thanks. We pull it all into one cozy spot. Banks, cards, loans. All here.
Secured by Plaid · 12,000+ banks supported · Read-only access
Relax. We've got this.
We do the hard stuff. You just check in when you want.
Connect Everything
Checking accounts, savings, credit cards, loans, and investments - all in one place.
Always Up to Date
Automatic syncing keeps your data fresh. No manual updates, no CSV imports needed.
Bank-Level Security
Powered by Plaid - the same secure infrastructure trusted by Venmo, Robinhood, and Coinbase.
12,000+ Banks Supported
From major banks to local credit unions. If you bank there, we can connect to it.
Read-Only Access
We can only view your data. We never have permission to move money or make changes.
Your Credentials Stay Safe
Your bank passwords never touch our servers. Plaid handles authentication securely.
Money stuff, made simple.
One account or thirty. All in one place. Finally.
See Your Complete Picture
Stop juggling multiple banking apps. View all your accounts, balances, and transactions in one beautiful dashboard.
One view, complete clarity
Track Spending Across Cards
Use multiple credit cards? See all your spending combined and categorized automatically.
No more spreadsheets
Monitor Net Worth Growth
Connect all your accounts - checking, savings, investments - and watch your total net worth over time.
The big picture, at a glance
Simplify Your Finances
Have accounts at different banks? Link them all and finally understand where your money lives.
Financial clarity, delivered
How many accounts can you connect?
Choose the plan that fits your needs.
Plus Plan
Perfect for getting started. Connect your primary checking, savings, and credit card.
Pro Plan
For complete financial clarity. Multiple banks, credit cards, loans, and investment accounts.
On the free plan? You can still track multiple accounts using CSV import - no bank connection needed.
Need more? Reach out and we can work something out.
See full pricing detailsShare accounts with your household
Connect all your accounts, then choose which ones to share with your partner, family, or financial advisor through household sharing.
Share with Your Partner
You could connect all your accounts and share them with your partner through household sharing. Both of you see the same complete picture - no more asking "what’s our balance?" Track joint expenses, shared goals, and household budgets together.
Coordinate Family Finances
You could invite family members to your household and choose which accounts to share. Your spouse sees everything, your college-age child sees just the shared checking account, and everyone stays coordinated on family expenses.
Give Your Advisor Access
You could invite your financial advisor as a viewer to see all your connected accounts. They get the complete context they need - income, spending patterns, assets - without being able to make any changes. Perfect for quarterly reviews and tax planning.
Set up is quick and easy
A few clicks. Super safe. Done in no time.
Choose your bank
Search from over 12,000 financial institutions - from Chase and Bank of America to your local credit union.
Sign in through Plaid's secure window
Enter your credentials directly with your bank. We never see or store your password.
Select which accounts to connect
Choose specific accounts or connect them all. You have complete control.
Done! We handle the rest
Your transactions sync automatically. No manual updates, no CSV imports, no hassle.
Safe as can be
Same safety as Venmo and Robinhood use. Top notch stuff.
Read-only access means peace of mind. When you connect an account through Plaid, we receive a secure token that allows us to read your transaction data. We never have permission to move money, initiate transfers, or make any changes to your accounts. Your bank login credentials never touch our servers - Plaid handles authentication directly with your bank.
Common questions
How does Plaid work?
Plaid is a secure service that connects your bank accounts to apps like Warm. When you connect an account, you log in directly with your bank through Plaid's secure window. Plaid then provides us with a token that lets us read your transaction data. Your login credentials never pass through our servers.
Can Warm move my money?
No. We only have read-only access to your accounts. We can view your balances and transactions, but we cannot move money, initiate transfers, or make any changes to your accounts.
What if my bank isn't supported?
Plaid supports over 12,000 financial institutions in the US and Canada, including all major banks and most credit unions. If your bank isn't supported, you can still import transactions manually using CSV files.
How often do accounts sync?
We automatically sync your accounts every few hours to keep your data fresh. You can also manually refresh any account anytime from your dashboard.
What happens if I need to reconnect an account?
Sometimes banks require you to re-authenticate for security reasons (like after changing your password). If this happens, we'll notify you and guide you through a quick reconnection process. Your historical data is never lost.
Can I disconnect accounts later?
Absolutely. You can disconnect any account at any time from your settings. When you disconnect, we stop syncing new transactions, but your historical data remains available unless you choose to delete it.