CashWizard Mobile

Always know your future checking account balance - automatically. CashWizard is the simplest way to understand what your money is about to do. No budgeting. No categories. No manual spreadsheets. Just a clean, accurate forecast of your bank account balance that helps you avoid surprises and stay in control. A running balance you can actually trust Connect your bank securely through Plaid and CashWizard instantly builds a forward-looking view of your checking account. See how your balance changes day-by-day based on your recurring income, bills, credit-card payments, and other predictable activity. You can add anticipated one-off credits or debits to your account, too. Stop guessing. Start anticipating. CashWizard automatically detects recurring transactions and maps them into your future. You’ll see when cash might get tight, when a bill hits earlier than expected, or when you have room to spend, save, and invest more. Designed for real life Most people don’t want the burden of a budgeting app or spending dashboard. They just want to know: “Will I have the cash I need over the coming weeks and months?” CashWizard gives you that answer simply, clearly, and without requiring any data entry. Built for people with complex financial lives; CashWizard is ideal for anyone who: • Manages multiple credit cards • Has several monthly bills on different cycles • Wants to avoid overdrafts or running low • Prefers simplicity over category-based budgeting tools A simple, modern financial tool • Clean timeline of your future balance • Automatic detection of recurring income + bills • Daily cash-flow projections • Clear explanations for each future change • Fast, secure bank linking via Plaid • Private by design — we never sell your data • Works with all major U.S. banks & credit unions Why CashWizard? Households consistently struggle not because they overspend, but because their money is scattered across unpredictable, mismatched cycles. CashWizard fixes this by giving you timing clarity—the one thing traditional budgeting apps don’t do well. Security & Privacy CashWizard uses industry-standard Plaid integration, encrypted connections, and read-only access to your financial data. Your data is never sold or shared.