How it works
Three steps to financial clarity
Connect your accounts
Securely link your bank, credit card, and investment accounts in minutes using Plaid. Read-only access means we can never move your money.
See your complete picture
Get an instant view of your spending, net worth, and investments — all in one dashboard. No spreadsheets, no guesswork.
Take action
Spot trends, cut unnecessary subscriptions, and make confident financial decisions backed by real data.
Your Complete Financial Picture,
All in One Place
One app. Every account. Total clarity.
Spending Insights
See where your money goes each month. Break down spending by category and spot trends instantly.
Net Worth Tracking
Track your net worth over time, including cash, investments, and debts. Watch your progress grow.
All Accounts Connected
Securely link your bank, credit card, and investment accounts for a unified dashboard.
Simple Subscription
Enjoy full access for a low monthly fee. Cancel anytime. No hidden charges.
“I went from financial chaos to complete clarity in one week.”
Michael
Increased savings by 20% in the first year
Categories
Categories that match your personal life
Everyone spends differently. Our flexible categories adapt to your lifestyle — not the other way around. Set them up once and let your finances finally make sense.
Track and manage your wealth — all from one simple dashboard.
The financial sidekick you didn't know you were waiting for.
Security
Your data is safe with us
- Bank-level 256-bit encryption protects all your data
- Read-only access — we can never move your money
- We never sell your data or share it with advertisers
We use Plaid — the same technology trusted by millions of Americans — to securely connect your accounts. Your bank credentials are entered directly on your bank's website and are never stored by Breakfin.
Read our full security overview →Works on any device.
No App Store required.
Breakfin is a Progressive Web App (PWA) — which means it works like a native app on your phone, tablet, or desktop without needing to download anything from an app store. Open it in your browser, add it to your home screen, and you're done.