Break free from boring budgets
View all your accounts
See how your spending compares globally
See how your spending stacks up against people worldwide, turning numbers into narratives of your values, choices, and lifestyle.
Achieve your goals
Your goals are more than just line items. Fuel the life you've always imagined—whether it's unlocking the door to your first home, getting out of debt for good, or flying first class. We're here to celebrate every milestone with you!
Your Security Comes First
Our security policy sets encryption and access-control requirements for financial data. See our Privacy & Security page for full details.
Data Security
Our security policy requires encryption at rest for production databases and sensitive data stores.
Network Security
Our security policy requires TLS 1.2 or higher for external API communications. Bank connection coverage and update timing vary by supported institution.
Controlled Data Access
Savi processes your records to provide the features you use. AI clients can read or change only what you authorize; household collaborators can access records you share. Voice Agent uses details relevant to calls you request. Authorized staff and service providers may process relevant information to operate or support Savi. We do not sell personal information. See our Privacy Policy for details.
Biometric Lock
On supported mobile devices, you can enable an app lock that uses biometrics or your device passcode.
Customer reviews and Savi team perspectives
Ralph Maamari
THE BEST BUDGETING APP PERIOD. 💅
It's simple, quick, and automatically connects to your bank. With unique social insights and automatic categorization of expenses, this app saved me so much time.
Claudio Lener
I absolutely love this app!
Savi Finance is incredibly helpful for financial planning and staying on track with our long-term goals, including family needs and retirement.
Janine Co
Say goodbye to cumbersome spreadsheets! 😎
This is how personal finance should be handled in the 21st century.
PercyLiii
Savi Finance is like having a personal finance guru in your pocket! The app makes budgeting and expense tracking a breeze, automatically categorizing your spending and giving you smart insights on how to save more, alongside with rock-solid security.
Ahmed Almutawakel
Savi Finance is a game changer. It automatically sorts transactions and shows how my spending compares to others. It takes care of everything about managing my finances, so I can focus on what really matters—spending time with family and friends.
Kevin Liu
Simple, convenient, and practical! This app is easy to use with a clean interface and no unecessary features. It makes tracking expenses effortless and is very useful for anyone who needs to manage their finances. Highly recommended!
Pick the right plan for you
Export your financial data anytime. No commitment required.Export your financial data anytime. No commitment required.
Pricing Plans
Free
Build better habits and track spending, all without a spreadsheet
- Sync 1 Financial InstitutionYou can connect all your credit, chequing and savings accounts from the same bank!
- Import CSV & PDF filesUpload CSV or PDF files to bring transactions into Savi directly without needing an external tool
- Capture receipts
- Split expensesSplit one purchase into multiple parts for cleaner categories and more accurate insights
- Transaction remindersSet reminders for transactions so upcoming payments and purchases stay on your radar
- Mobile task listKeep priorities, subtasks, attachments, and reminders in a task list saved on this device
- Sign in with Face IDSign in quickly and securely with Face ID on supported Apple devices
- Create and filter transactionsAdd transactions and filter views instantly to find the spending that matters
- Monthly spending limitsSet a monthly spending cap to stay on track—without spreadsheets or strict budgeting
- Life goalsSet a target amount & a start date, and Savi builds a personalized plan to hit your goal.
- Cash flow forecastingForecast your cash flow to spot upcoming shortfalls early and plan spending with confidence
- Spending insightsSort your spends by categories, vendors or custom tags for better insights about your financial habits
- Sync 1 vendor to
your budgetSync 1 vendor’s order history and view net worth and budget instantly via the web extension - 1 GB of financial documents
- Multi-platform support (iOS, Android, Watch, TV, Vision Pro)Access Savi wherever you are—phone, watch, TV, and Vision Pro
- Lock & Home Screen widgetsSee balances, spending, and net worth from Lock Screen and Home Screen widgets
- Historical net worthTrack how your net worth changes over time with historical charts and deeper trends
Basic
Save time with automations, richer visuals and deeper insights
- Everything in Free
- Sync up to 2 Financial InstitutionsSync up to 2 financial institutions to keep accounts updated automatically—no manual uploads
- Join a householdJoin a household created by a Pro or Business member. Your assigned access controls which shared financial information you can view or edit
- Spending recommendationsGet smart spending recommendations so you can cut costs where it matters and stay on track for your goals
- Sankey chartTrack your money from when you earn it to where it goes with a personalized diagram
- Transaction rulesSet rules to automatically organize repeat transactions—less manual cleanup, more consistent records
- Saved transaction filtersSave your favorite transaction filters and reapply them in one click for faster reviews
- Inflation trackingTrack inflation in your projections so future goals and expenses reflect real-world price changes.
- Personal runwaySee how long your money will last at your current spend rate so you can adjust before you run tight
- Transaction calendarSee spending and income by day in a calendar view to spot patterns and recurring charges faster
- Unlimited tagsCreate unlimited tags to organize transactions by trip, project, client, or anything else
- Sync 3 vendors to
your budgetSync up to 3 vendors’ order history and view net worth and budget instantly via the web extension - 5 GB of financial documents
- Apple Card IntegrationBring Apple Card spending into Savi so budgets and insights stay complete
Pro
Grow your finances with smart recommendations and regional trends
- Everything in Basic
- Sync unlimited Financial InstitutionsSync unlimited financial institutions to see every account in one place and keep your picture up to date
- Household financial collaborationShare finances with a household—set goals, sync transactions, and stay transparent on your terms
- Regional spending insightsBenchmark spending against local trends with regional insights—so you know what’s “normal” in your area
- Receipt to transactionConvert receipts into transaction records to cut manual entry and keep your books accurate
- Exclusive Discord channelsJoin members-only Discord channels for updates, tips, and community support as you build better money habits
- Early access to new featuresTry new features before general release—so you benefit sooner and can share feedback early
- Unlimited storageStore unlimited financial documents so your records stay complete—no cleanup, no storage caps
- Talk To Our AI Financial CoachChat with an AI coach for quick guidance and next steps—right when you’re making money decisions
- Voice agentAsk Savi to place calls for you—wait on hold, reverse fees, negotiate bills—and get a summary back in chat
- Coming Soon
- Market rate alertsGet notified when market rates change so you don’t have to keep checking them yourself
- Custom visualizations
- Tax optimizationsGet proactive prompts for more tax-efficient decisions—so you keep more of what you earn
Business
Organize business spending, plan cash flow, and share records with your accountant
- Everything in Pro
- Review transactions that may be business expensesSavi can surface transactions that may qualify as business expenses. Confirm tax treatment with your accountant or tax professional.
- Bank connections through Plaid and Finicity
- Real-Time Collaboration with your AccountantCollaborate with your accountant in real time on the same live financial records—no file ping-pong
- Spending analytics and income or expense projections
- Faster bookkeeping with insightsReview spending patterns and projected cash flow alongside your account records
- Shared access roles for collaboratorsInvite collaborators and choose which shared financial information they can view or edit
- Invoice tools through Savi MCPCreate, update, and review invoice records through Savi MCP and an authorized AI client