Budget Auto-invest Research Portfolio Athena AI Pricing Get started
Pillar 01 · Budgeting

A budget that budgets itself.

Connect every account. Watch every dollar find its job. Every paycheck, every transaction — automatically tracked, categorized, and explained.

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November
$3,240 / $4,500
↑ On track
$1,260 left
Housing
$1,200 of $1,600
75%
Groceries
$420 of $800
52%
Save & Invest
$600 of $700
86%
Lifestyle
$340 of $500
68%
Built to run itself

Six things worth knowing.

Auto-categorize

Every transaction sorted into the right bucket — without you lifting a finger. Athena learns your habits.

Subscription detection

Find every recurring charge. Cancel zombie subscriptions in one tap. Save $300+/year on average.

Bill calendar

Every bill, every due date, in one timeline. Never miss a payment, never overpay an autodraft.

Envelopes & rollovers

YNAB-style envelopes if you want them. Unspent money rolls forward — automatically.

Goals that compound

House down-payment. Wedding. Emergency fund. Set the target, Fintrest funds it weekly.

Athena explains

"You spent 40% more on dining this month — mostly weekends with friends. Worth it?"

The competition

Why people switch from the others.

Most budgeting apps stop at tracking. Fintrest connects budget to investing to research — so your money actually grows.

Capability
Fintrest
Monarch
Copilot
Rocket Money
Auto-categorize transactions
✓
✓
✓
✓
Subscription cancel-from-app
✓
✗
✗
✓
Round-up auto-investing
✓
✗
✗
✗
Stock signals + research
✓
✗
✗
✗
AI assistant for your money
✓ Athena
Limited
✓
✗
Portfolio rebalancing
✓
✗
✗
✗
"I've tried YNAB, Monarch, and Mint. Fintrest is the first one I haven't quietly stopped using by month two. The auto-categorization actually works — and Athena calls out things my old apps would've buried."
PM
Priya Mehta
Product designer · San Francisco

A budget that actually sticks.

Connect your accounts in 60 seconds. 14-day free trial — no card required.

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