Savi Finance

Savi is your smart and secure financial coach. We make it easy to view all your accounts, see how your spending compares globally, and achieve your goals—all in one place.

View all your accounts • Switching from Mint, Google Sheets, or Excel? Easily import your CSVs into Savi, and we’ll automatically match the columns for you. No spreadsheets involved. • Connect to 15,000+ institutions with bank grade 256-bit encryption. Transactions on Savi update in real-time as they’re posted by your bank, secured through trusted providers like Plaid and Finicity. • We never sell your data to third parties.

See how your spending compares globally • Create, search, and share your purchases with family and friends • Smart suggestions for guilt-free spending • Social and global insights to explore how others spend

Achieve your goals • Set goals and view your progress toward living your best life • Collaborate with loved ones on shared goals for better decision-making and mutual support • Forecast your cash flow and chart your net worth over time to secure your financial freedom

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