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Where your money comes in, and where it goes.
or
Money in
Money out
Saved
Where it went
Connect a bank to see where your money goes.
Ledger
Budget
Bills & savings
Found from your transactions. Basil spots fees and subscriptions worth cutting, and reminds you 3 days before each bill.Receipts
Basil reads the store, date, total and items, then finds the matching charge.Nothing in this range yet. Try a longer range, or another account.
Goals
Progress comes from your account balances. Basil works out what to set aside each month.Investments
Read-only from your brokerage and retirement accounts. Not investment advice.No investment accounts yet. Connect a brokerage, IRA or 401(k) on the Accounts tab.
Basil noticed
You paid more in fees over the last 12 months than your investments earned in dividends and interest. Ask Basil where the fees come from.
Allocation
Recent activity
Ask Basil
Answers from your own numbers. Not financial advice.Accounts
Read-only. Your bank login goes to Plaid, never to Basil, and Basil can never move money.
Net worth