Money Visualization with Money Circle

Money Circle is now out in beta! — a clear, visual way to see what's coming in, what's going out, and how it all connects.

Instead of staring at rows of numbers, you get a story. Your money's story.

Money Circle is designed for anyone who wants to make the most of every dollar earned and spent. Our goal is to make money management more accessible, less intimidating, and maybe even… enjoyable. This is our first step toward helping you see everything in one place — removing the guesswork and turning data into insight.

Get the big picture — then zoom in

Money Circle lets you view your finances at different levels, so you stay in control.

Start with a simple, high-level view of your monthly flow: what's coming in and what's gone out. At a glance, you can keep tabs on income and spending without digging through transactions.

Want more detail? Zoom in to explore your spending trends, organized into six core categories of financial wellness. Patterns, surprises, and opportunities become easier to spot — no spreadsheets required.

Built around financial wellness

We believe financial wellness is about more than how much you spend — it's about how you spend.

That's why Money Circle organizes your activity into six key wellness categories, helping you understand where your money is supporting your life… and where it might be working against you.

So you can learn over time how you naturally spend and in doing so have a roadmap for future spending for what matters most:

How it works

Add your bank accounts, then tap View your activity, then Transaction insights, and Money Circle takes it from there.

You'll see an intuitive visualization of your money flowing in and out — no spreadsheets, no guesswork, no magnifying glass required.

Just a clear view of your money, and how it's actually being spent.

Help us make it better

Money Circle is currently in Labs, and we'd love your help shaping what comes next.

Try it out. Kick the tires (gently or enthusiastically — both are valid). Then let us know what you think by tapping the Rate button.

If you like what you see, feel free to share it with a friend or two. Good ideas tend to travel well.

Thanks for being part of the journey — and welcome to seeing your finances in full circle.