Official website for the iPhone app

Simple Finance Tracker

Simple Finance Tracker is an iPhone app that helps people connect supported bank accounts, review balances and transactions, organize spending, and keep Personal, Business, Joint, and custom finances separate in one clear view.

This is the official home page for Simple Finance Tracker. The app uses Google Sign-In to create or access a user account, and uses Plaid only when a user chooses to connect a supported bank.

  • Review account balances and recent transactions
  • Categorize activity and reuse transaction rules
  • Separate finances into Personal, Business, Joint, and custom profiles
Simple Finance Tracker showing connected accounts in a clear mobile view

What Simple Finance Tracker does

A clearer way to understand everyday finances.

The iOS app uses Plaid to connect supported banks and import account balances and transaction activity. Users can review spending, categorize transactions, create reusable rules, and separate financial activity into multiple profiles.

Secure bank connections

Connect supported banks through Plaid to review balances and recent account activity in one place.

Transaction organization

Categorize purchases and apply reusable rules to future matching transactions.

Multiple financial profiles

Keep Personal, Business, Joint, and other finances distinct under one login.

How Simple Finance Tracker works

From sign-in to a clearer financial picture.

The app uses separate, purpose-built services for account access and bank connectivity. You stay in control of each connection.

  1. Sign in securely

    Use Google Sign-In to create or access your Simple Finance Tracker account.

  2. Connect a supported bank

    Choose the accounts you want to connect through Plaid. Bank credentials are handled by Plaid, not Simple Finance Tracker.

  3. Organize your finances

    Review transactions, apply categories and rules, and separate activity into the profiles that fit your life.

Why we use Google Sign-In

Google securely connects you to your account.

Simple Finance Tracker uses Google Sign-In only to create or access your app account. With your permission, we receive basic Google account information such as your name, email address, account ID, and profile image when available.

Google Sign-In is not used to access bank credentials, balances, or transaction history. Bank information is connected separately through Plaid only after you choose to connect a supported bank.

Google account data used by Simple Finance Tracker

  • Name and email address for account creation and sign-in
  • Google account identifier for secure account matching
  • Profile image only when available from Google and approved by the user

Designed for focus

Your financial picture, without the noise.

Scan accounts, review activity, and move between financial profiles without losing context.

Connected accounts overview
See connected accounts at a glance
Multiple financial profiles
Keep every profile under control
Transaction review and categorization
Review every transaction

Need a hand?

Find account, subscription, bank connection, and privacy help.

Visit support