Sync banks and cards read-only, import brokerage data, or bring your full transaction history from another app. Switching doesn't mean starting over.
Start free →Your ledger
One picture
accounts, history, reconciled
Bank and card sync runs through SimpleFIN, an independent read-only bridge you set up and control, no marked-up aggregator baked into your subscription, and your credentials never pass through Telemetry.
SimpleFIN
bridge you control
Your credentials never pass through Telemetry
Import Schwab data directly, or bring anything else in from a CSV. For accounts nothing can reach automatically, manual entry keeps your picture complete.
Coming from Monarch or Copilot? Bring your accounts, categories, and transaction history with you, with balances reconciled and duplicates screened out, so your trends start full, not empty.
Telemetry imports accounts, categories, and transaction history from Monarch or Copilot exports, and from CSV files. Mint is retired, but a Mint CSV export imports the same way.
SimpleFIN is an independent, read-only bridge you set up and control, so there's no per-connection aggregator fee passed through to your subscription. It takes a couple of extra minutes to set up; Schwab, CSV, and manual entry cover anything it can't reach.
Free while we're in early access, with no credit card and no time limit.
Start free →Every account and asset on one timeline, trended over time.
Automatic categorization, burn-rate tracking, and a clear cash-flow view.
Cost basis, P&L, and a real options-wheel tracker.
Rolling adjusted cost basis and per-cycle P&L for the wheel strategy.
Sinking funds with pace tracking, earmarks, and recurring goals.
Ask plain-English questions and get answers from your own data.
Split a charge into line items to see what you bought, not just where.
Read-only access, per-household isolation, no data selling.
