Bank-to-Account Accuracy
Catch discrepancies instantly when total allocated amounts do not match your configured bank balance.
Nest Personal Finance CompanionOne dashboard for your money, cards, receivables, and rewards.
Built for real life budgeting. Track bank balances, monitor sub-accounts, auto-capture card alerts, and keep every dollar allocated with clear discrepancy checks.
Demo Data · Bank Accounts$12,300.00
Demo Daily Account
$4,500.00Demo Bills Account
$2,800.00Demo Savings Account
$5,000.00⚠
Demo warning: bank balance to accounts discrepancy detected
Groceries (Demo)$420.00 / $500.00
Transport (Demo)$280.00
Leisure (Demo)-$40.00
Credit Card Tracking
Manage cards securely with partial card display, transaction history, and read-only Gmail alert sync.
Receivables Workflow
Track who owes you, when receivables are due, and what is expected this month with compact filtering.
Rewards & Miles
Track total miles across cards and configure bank conversion rates in one place.
Auto Card Alert Ingestion
EmailDBS Card Transaction Alert
ParsedSGD 60.00 • Card ****4154
Added ToCredit Card Transactions
Privacy-First Access Model
OAuthGoogle, Apple, Facebook
Email ScopeRead-only (card alerts only)
Data IsolationPer-user private workspace