Cashboard
Finance simplified.
Privacy maximized.
Connect to more than 7,000 banks and credit unions, see your money update in real time, and send money with Zelle®—all from one place built for total privacy from the ground up, with your data staying where it belongs—on your device.
Link your accounts from over 7,000 financial institutions
Convenience shouldn't cost you your privacy.
With other apps, your financial data is seen by multiple companies — from the developer to third-party aggregators they use to link to thousands of banks. That's why we built Cashboard, the most private personal finance app ever.
Your money as it happens. Say goodbye to stale data and broken connections.
Daily Checking
BankCorp
$34,892.37
Most finance apps show you yesterday’s version of your money — the kind that comes with a small note saying “Last updated 6 hours ago.”
Cashboard works differently. All your balances and transactions update the moment you open the app. Zero lag. No polling. No waiting for someone else’s servers to catch up.
When your data is live, everything becomes more useful. You know what you can afford now, not hours or days ago. And you get a clear, accurate picture of your cash flow — without guesswork.
Send money and pay friends with Zelle straight from Cashboard
Other finance apps only give you a read-only view of your money — a dashboard you can look at but can’t act on. And how useful is a finance app that can’t move money? We don’t think it’s very useful at all.
Cashboard goes further. Send money to your Zelle contacts directly from within Cashboard. No switching back to a bank app just to complete the simplest action.
You see your financial life in real time — and you can act on it in real time. It’s everything a personal finance app should be: fast, capable, and built to do more than just show you numbers.
Ready for more? Meet Cashboard Pro.
Automatically assign transactions to budgeting categories, trigger notifications, and move money with Actions. Continuously export your data to CSV in your iCloud Drive for tax prep or analysis with other apps. Download bank statements as PDFs directly from your connected accounts. Cashboard Pro puts even more control and more power in your hands — all while keeping your data private and secure.
From $4.99/month
Questions? Answers.
What is Cashboard?
Cashboard is a personal finance app that lets you connect accounts from over 7,000 banks and credit unions, see your balances and transactions update in real time, and send money with Zelle® — all from one place. It's built from the ground up to keep your financial data private and on your device.
How is Cashboard different from other finance apps?
Other finance apps rely on third‑party servers and aggregators to access your bank data. Cashboard works differently. It runs entirely on your device and communicates directly with your bank, so your data isn't copied, stored, or processed by anyone else.
How private is Cashboard?
Your financial data stays on your device, encrypted end‑to‑end, and under your control at all times. Cashboard does not operate servers, use aggregators, or collect your banking credentials. Nobody — including Cashboard — can see your data.
Does Cashboard store my bank credentials?
Your credentials are stored securely on your own device, just like with your bank’s official app. Cashboard doesn’t have servers or middlemen handling your credentials, and your financial data never leaves your device.
How does real‑time data work in Cashboard?
Cashboard updates your balances and transactions the moment you open the app. There's no polling, syncing delays, or waiting for external servers to refresh your data. What you see reflects your finances as they are right now.
Can I send money with Cashboard?
Yes. Cashboard lets you send money to your Zelle® contacts directly from within the app. There's no need to switch to your bank's app to complete a payment.
What can I do with Cashboard Pro?
Cashboard Pro adds advanced features like automatic transaction categorization, budgeting tools, full‑text search with advanced filters, automated Actions, CSV exports to iCloud Drive, and the ability to download bank statements as PDFs — all while keeping your data private and on‑device.
Is Cashboard free?
Yes. Cashboard is free to use. You can upgrade to Cashboard Pro for $4.99 per month to unlock additional power features.
Does using Cashboard affect my bank account or credit?
No. Cashboard is a read‑and‑act interface for your existing accounts. It does not change your bank relationships, open new accounts, or impact your credit in any way.
Where is my data stored?
Your data stays on your device. It is not uploaded, mirrored, or backed up to Cashboard servers. You remain in full control of your financial information at all times.