Budgeting · Investall Pro

All your money, in one view.

Link your accounts and see where your money goes, from monthly spending to your net worth. Budgeting (My Finances) is part of Investall Pro.

What you get

Everything in one place

Spending and budgets

See spending by category and set monthly budgets to track against.

Cash flow and income

See money in versus money out, and where your income comes from.

Net worth

Track your net worth over time across your linked accounts.

Transactions

Search and review transactions from all your linked accounts.

Investments

See your investment accounts alongside your everyday banking.

Insights

Insight cards point out patterns in your finances. Review shows the numbers behind each one, and Take Action gives you suggestions to consider. Nothing changes in your accounts unless you act.

In the app

See it in the app

Overview, spending, budgets and insights, all on one page.

investall.ai/app/my-finances

Linking accounts

Connected securely with Plaid

Bank and brokerage accounts are linked through Plaid. Your bank login is entered with Plaid, and Investall never stores your bank credentials on its servers.

Read more about how we protect your information on our security page.

Ready to get started?

Create your account

Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.