Your money, finally adding up.
EZbudget brings your accounts, budgets, and net worth into one calm place — and emails you the moment a purchase hits your card, so nothing slips by unnoticed.
- Read-only bank access
- Multi-factor sign-in
- We never sell your data
Net worth
$48,215
October budgets
$23.40 at Corner Market on your Visa ••4821.
Groceries: $138 left this month.
What you get
Everything a household CFO needs, without the spreadsheet.
EZbudget is built for individuals and families — not accountants. Clear numbers, gentle nudges, and no jargon.
Budgets that keep up with you
Set a monthly plan by category and watch it update as you spend. Transactions sort themselves, and you can re-tag anything in a tap.
Personal accounting & net worth
Checking, savings, credit cards, loans, and investments in one ledger. See your net worth move month over month — not just your balance today.
Instant purchase alerts by email
Get an email within moments of every card purchase, with the merchant, amount, and what's left in that budget. Set thresholds so only the ones you care about arrive.
Bank-grade security, built in
Connections run through Plaid, so we never see your bank password. Multi-factor sign-in is on for every account, and your data is encrypted in transit and at rest.
How it works
Up and running before your coffee cools.
- 1
Create your account
Sign up with your email and turn on a second factor — an authenticator app or a one-time code. It takes about a minute.
- 2
Connect your banks securely
Link checking, savings, and cards through Plaid. Access is read-only: we can see transactions, never move money.
- 3
Set budgets & alert rules
Start from a suggested plan based on your last 90 days, then decide which purchases should trigger an email.
- 4
Stay in the loop, automatically
Alerts land in your inbox as you spend. Your budgets and net worth stay current without you lifting a finger.
Security
Treated like a vault, because it is one.
Trusting an app with your finances is a big ask. Here's exactly how EZbudget earns it.
Plaid-powered connections
You log in to your bank through Plaid's secure flow. Your credentials never touch our servers.
Multi-factor by default
Every account requires a second factor at sign-in. No opt-out, no exceptions.
Encrypted end to end
TLS in transit and AES-256 at rest. Access to production data is logged and tightly limited.
Your data, your call
We don't sell or share your financial data. Disconnect a bank or delete your account whenever you like.
When does EZbudget launch?
We're onboarding early-access members in small batches, starting with the web app. Join the waitlist and you'll get an invite email as soon as your spot opens.
Is there a mobile app?
Not yet — the web app works great on phones today, and native iOS and Android apps are next on the roadmap. Waitlist members will hear about the mobile beta first.
Which banks can I connect?
Through Plaid, you'll be able to connect thousands of banks, credit unions, and card issuers in the US and Canada. If yours isn't supported at launch, you can still add accounts manually.
Can EZbudget move money or make payments?
No. Bank connections are read-only. We can see balances and transactions to power your budgets and alerts, but we can't initiate transfers or payments.
How fast are purchase alerts?
Alerts go out as soon as your bank reports the transaction to us — often within minutes of a card swipe. You choose which accounts, categories, or amounts trigger an email.
How much will it cost?
Early-access members can use it free while we're in beta. We'll share pricing well before it applies to anyone, and waitlist members will hear first.
Be first in line when EZbudget opens.
Join the waitlist for early access, beta perks, and a say in what we build next.