wellthplan

wellthplan

About this app

Wellthplan is the AI-powered money app for couples and families. Connect your accounts, set shared goals, and let Finn — your personal AI financial assistant — do the heavy lifting so you can actually enjoy your money.

WHAT YOU CAN DO WITH WELLTHPLAN

Chat with Finn, your AI money guide
Ask anything about your finances in plain English. Finn knows your accounts, transactions, budgets, and goals, and gives you clear, judgment-free answers — from "can I afford this?" to "how do we pay off this card faster?"

See everything in one place
Securely link your bank accounts, credit cards, loans, and investments through Plaid. Your full financial picture updates automatically, so you always know where you stand.

Budget without the spreadsheet
Smart budgets that learn from your actual spending. Get gentle nudges before you overspend, not guilt trips after.

Crush debt and build savings
Build a payoff plan for credit cards and loans, set up an emergency fund, and create savings goals for the things that matter — a home, a trip, a new baby, retirement.

Plan together, as a household
Share a financial space with your partner or family. Split visibility, chat with Finn as a team, and stay on the same page without awkward money conversations.

Stay on top of bills and subscriptions
Finn spots recurring charges and upcoming bills so nothing catches you off guard.

Private, secure, and yours
Bank-level encryption, biometric unlock, and read-only access to your accounts. We never sell your data.

What’s new

We’ve added a few highly requested features to give you more control and visibility over your finances:

• Push Notifications — Stay on top of what matters with timely updates and reminders.
• Manual Accounts — Add accounts with custom balances to track everything in one place.
• Manual Transactions — Create your own transactions for complete flexibility and accuracy.
• Exclude Transactions from Plan — Fine-tune your budgeting by excluding specific transactions from plan calculations.