Powered by Plaid · 12,000+ US banks

Get your money in shape.
Without thinking about it.

VaultIQ connects every account, learns where your money goes, and tells you what to do next. The personal finance app that actually does the work.

Start 7-day free trial → See how it works
No credit card required · cancel anytime · 30-day money-back guarantee
Net worth
$83,491
+$2,840 this quarter
This month
+$1,267
23% saving rate
Credit owed
-$11,462
2 cards · plan to clear
🔐 256-bit encryption
🏦 Powered by Plaid
🇺🇸 US bank coverage
Real-time sync
How VaultIQ works

Three steps. Then you're done.

Most finance apps make you do the work. VaultIQ does the work for you and shows you what matters.

1
🔗
Connect

Link every bank, credit card, and investment account in under 60 seconds. We pull 24 months of history automatically — no spreadsheets, no manual entry.

12,000+ supported US banks
Bank-grade Plaid encryption
Real-time transaction sync
2
🧠
Understand

AI categorizes every transaction, detects subscriptions, flags unusual spending, and surfaces patterns you'd miss in a spreadsheet. No charts to interpret — just clear answers.

Auto-categorization across 200+ merchants
Subscription detection & alerts
Weekly AI insights, not noise
3
🎯
Act

Smart budgets, payoff plans, and goal tracking that adapt to your real spending. VaultIQ tells you what to do this week to hit next year's goals.

Credit card avalanche payoff calculator
Adaptive budgets that learn your habits
Net worth tracking over years
12K+
US banks supported
via Plaid Production
256-bit
encryption everywhere
at rest and in transit
24mo
transaction history
pulled automatically
$0
credit card needed
for your free trial
What's inside

Built for the way you actually live.

Every feature solves a real problem someone like you has.

📊
Smart budgets For the over-spender

Set monthly limits per category. VaultIQ pings you when you're about to bust — not after. Adapts to your actual spending over time.

💳
Avalanche payoff For the credit card holder

Shows you the exact month you'll be debt-free and how much interest you'll save by paying highest APR first. Built for the 47% of Americans carrying a balance.

🔁
Subscription tracker For the side-deal forgetter

Auto-detects every recurring charge — Netflix, Adobe, that gym you stopped going to in March. Shows total annual cost. Most users cancel $200+/year on day one.

💎
Net worth tracking For the long-term planner

All assets minus all debts, in one dashboard. Tracked daily, charted over years. See your wealth curve and where it's heading — not just where it is today.

🤝
Shared wallets Coming soon For couples & families

Invite your partner. Track shared expenses without merging bank accounts. See who paid for what, automatically — no awkward Venmo requests.

🧠
AI weekly insights For the data-curious

Every Sunday, VaultIQ tells you what's drifting. "Restaurant spend up 34% this month." "PG&E auto-pay covered." Real observations, not generic charts.

Pricing

Four plans. Real value at every tier.

Start with a 7-day free trial — no credit card required. Cancel anytime.

Starter
Simple finances
$ 11 /mo
or $110/year (save 2 months)
  • Up to 2 accounts
  • Auto-categorized transactions
  • Spending insights
  • Net worth tracking
  • 30-day money-back guarantee
Start free trial
Reserve
Power users & small business
$ 31 /mo
or $310/year (save 2 months)
  • Everything in Plus, plus:
  • Up to 15 accounts
  • Multi-entity (personal + business)
  • Advanced reporting + export
  • Dedicated onboarding
  • 24h support response
Start free trial
Prime
No limits
$ 49 /mo
or $490/year (save 2 months)
  • Everything in Reserve, plus:
  • Up to 30 accounts
  • Highest priority support
Start free trial

Stop wondering where your money went.

Connect your first bank in 60 seconds. See everything in one dashboard. Free for 7 days, no card required.

Start your free trial →
Join the VaultIQ early-access program