Promi Finance

See everything in one place. Promi connects to 12,000+ banks, brokerages, credit cards, and investment accounts via Plaid for live transaction syncing and real-time net worth tracking. No spreadsheets, no manual entry — just clarity.

TRACK YOUR MONEY • Real-time net worth dashboard with multi-account aggregation • Automatic transaction categorization powered by AI • Income vs. spending trends with visual breakdowns • Recurring bill detection and subscription tracking • Cash flow forecasting so you always know what's coming

BUDGET SMARTER • Set budgets by category with progress tracking • Compare your spending against local and national peer benchmarks • Get alerts when you're approaching limits • See where every dollar goes with detailed spending breakdowns

PLAN YOUR RETIREMENT • Monte Carlo simulations with 1,000+ scenario modeling • FIRE (Financial Independence, Retire Early) projections • Tax-aware drawdown modeling (Roth vs. Traditional vs. Taxable) • Social Security timing estimates • Coast FIRE, Barista FIRE, and Lean FIRE modeling

GROW YOUR INVESTMENTS • Portfolio tracking across all brokerage accounts • Asset allocation breakdown by account • Performance tracking with benchmarks (S&P 500, total market) • Dividend income tracking and projections

COMPARE WITH PEERS • See how your savings rate, net worth, and spending compare to people like you • Benchmarks by age, income, location, and household size • Powered by Federal Reserve Survey of Consumer Finances data

LEARN AS YOU GO • Contextual educational guides on every page • 70+ plain-language definitions covering FIRE, 401(k)s, Roth IRAs, tax planning, and more • Financial literacy built into the experience — not bolted on

SECURITY FIRST • Bank-level 256-bit encryption • Read-only access to your accounts (we can never move money) • Data is never sold to third parties • Sign in with Apple and biometric authentication supported

Promi Premium subscription unlocks full access to all features: • $13.99/month or $139.99/year (auto-renewable) • Includes a 14-day free trial • Payment will be charged to your Apple ID account at confirmation of purchase • Subscription automatically renews unless cancelled at least 24 hours before the end of the current period • You can manage or cancel your subscription anytime in Settings → Apple ID → Subscriptions

Terms of Use: https://promifinance.com/terms Privacy Policy: https://promifinance.com/privacy

Promi is built for people who want data-driven visibility into their finances — whether you're paying off debt, saving for a home, or planning early retirement.

Questions? Contact us at support@promifinance.com.

Promi is a financial tracking and education tool. It does not provide investment advice, tax advice, or personalized financial recommendations.