Access to these features requires a monthly or annual subscription

No additional purchases are needed to use any Kashvisor features.

Kashvisor: Take Control of Your Financial Future

Your Complete Financial Picture, Finally Clear

Managing multiple accounts, tracking your investment balances, and staying on top of expenses shouldn't feel overwhelming

Kashvisor brings all your financial data together in one secure, intelligent app—giving you the clarity and confidence to make better money decisions every day.

Built with Security You Can Trust

Your financial data deserves the highest level of protection

Kashvisor uses strong encryption during transmission and at rest, and it never stores your banking credentials.

You maintain complete control and can link accounts seamlessly through our secure open-banking integration.

We do not collect any personally identifiable information, and we do not share your data with third parties for advertisements or marketing.

Net Worth Tracking That Actually Makes Sense

Connect all your accounts—investments, savings, credit cards, mortgages, and more—to see your real net worth.

Know Where Every Dollar Goes

Automatic transaction categorization reveals your true spending patterns

See which categories consume your budget and compare month-to-month trends.

Track income streams across all sources (from connected financial accounts) with automatic categorization

Understand your cash flow patterns and make informed decisions about your financial future.

Powerful Features That Work for You

Secure Open Banking Integration - Connect accounts instantly through Plaid with bank-level security

Comprehensive Dashboard - All your key metrics—assets, liabilities, income, expenses—in one beautiful, simple view

Manual Entry Supported - Add and manage any asset, liability, income, and expense that can't be linked automatically

Up to 1 Year of History - Access historical data to understand trends and patterns for income and expenses

Assets and liabilities data is tracked on an ongoing basis

Customizable Alerts - Set notifications for spending thresholds, account changes, and total budget goals

Full Data Control - Your data, your rules

Connect or delete any financial institution data whenever you want from within the app

Include/Exclude Controls - Choose which expenses, income, assets, and liabilities count toward your summaries; everything pulled automatically is included by default

Privacy You Can Count On

End-to-end encryption for all data transmission

No storage of banking credentials

Multifactor authentication during sign-up

Perfect For

Tracking net worth across multiple accounts

Understanding spending habits and patterns

Monitoring investment balances

Monitoring loan balances

Planning major financial decisions

Download Kashvisor today and experience the peace of mind that comes from truly understanding your finances.

Kashvisor uses Plaid to securely connect to your financial accounts

We never see or store your banking credentials.