Plaid

Plaid Finance is a personal money insights app for tracking sample balances, spending, and transactions in one place.

See a clear home dashboard with total balance, monthly income, monthly expenses, and recent transactions. Open accounts, review masked account details, and browse a sample bank list. Search transactions, filter income and expenses, and open each transaction for the amount, category, account, status, and description.

Analytics shows weekly, monthly, and yearly spending with a line chart and a category breakdown. Categories cover Shopping, Food & Drinks, Transportation, Bills, Entertainment, Healthcare, Education, and Other, each with its share of spending. Financial insights summarize the spending trend, the largest category, monthly savings, and a budget note calculated from the sample data.

You also get notifications, a local profile, dark mode, notification preferences, and simple data management. The app stays on your phone. It does not ask you to sign in, and it does not connect to a live bank.

Plaid Finance is a finance demo. Balances, institutions, and transactions are sample data. They are not a real bank balance, not a deposit or withdrawal, and not financial advice.