Everything you need to take control

A complete toolkit for tracking, understanding, and planning your finances — built around the way you actually think about money.

Track current accounts, savings, credit cards, pensions, investments, and crypto across providers and currencies — all in one place.

Connect your banks via Open Banking for automatic sync, or import statements as CSV when you need full control.

Automate categorisation, tagging, and renaming with rules that run on every transaction. Write once, apply forever.

Manage subscriptions, bills, and salary as recurring items. Spot duplicates, see what is due, and create forward-looking transactions automatically.

Set monthly limits per category and watch real-time progress, with rollover and history baked in.

Organise spending with hierarchical categories and free-form tags. Reorganise without rewriting history.

Pre-built and custom reports that answer questions about cash flow, spending trends, income, and net worth.

Compose your own dashboards from charts, KPIs, and tables — the metrics you actually care about, where you want them.

Invite a partner, family member, or financial advisor. Granular roles and permissions keep the right people on the right data.

Coming soon

Forecast where your finances are heading using your own historical patterns and recurring items.

Try Plutus now.