Now with AI-powered financial insights

Every dollar.
One picture.

Worth brings your bank accounts, budgets, investments, and crypto into a single quiet view. AI-powered insights. 160+ educational articles. Your data stays on your machine.

Free forever for personal use. No credit card required.

Connects with the institutions you already use

ChaseWells FargoBank of AmericaFidelityVanguardSchwabCoinbase

Everything you need.
Nothing you don't.

15 integrated features that cover the full spectrum of personal finance — from daily transactions to long-term wealth building.

Bank & Card Sync

Connect accounts via Plaid. Transactions sync automatically with categories, merchant names, and pending status.

Smart Budgets

Monthly budgets with rollover. Under-spend in March, it carries into April. Over-spend, and the deficit follows too.

Recurring Detection

Automatically detects subscriptions, bills, and recurring income from your transaction patterns.

Goals & Debt Paydown

Save for anything or pay down debt. Projected payoff dates, APR modeling, and progress tracking built in.

Investment Tracking

See Plaid-connected brokerage accounts alongside your crypto portfolio with live prices from CoinGecko.

Crypto Portfolio

Manual holdings, DeBank wallet sync, Coinbase and Kraken exchange connections — all in one view.

Cash Flow & Reports

Monthly income vs. spending charts, top merchants, category trends, and saved report configurations.

Auto-Categorization Rules

Create rules like 'if merchant contains Netflix → Subscriptions.' Rules apply during sync and retroactively.

Credit Score Tracking

Manual score entry with a gauge visualization, history chart, and delta tracking over time.

Net Worth Dashboard

Real-time net worth combining bank accounts, investments, crypto, real estate, and vehicle valuations.

AI Assistant

Chat with Claude about your finances. It reads your real data — net worth, budgets, goals — and gives personalized advice.

Learn Library

160+ original articles across 27 topics — from budgeting basics to tax-loss harvesting to estate planning.

Dark Mode

Three-way theme toggle: light, dark, or system. Every chart, card, and component adapts instantly.

Equity & RSU Tracking

Track RSUs, ISOs, NSOs, and ESPPs with vesting schedules, cliff calculations, and estimated values.

Local & Private

Your data lives on your machine. No cloud sync, no analytics, no tracking. Passwords are bcrypt-hashed.

A quiet place for your money

The Worth dashboard brings everything together — net worth, cash flow, spending, goals, and recent transactions — in one calm, editorial view.

Net worth
$127,430
Assets
$142,200
Liabilities
$14,770
Savings rate
34%

Up and running in minutes

No spreadsheets. No manual entry. Connect once and let Worth handle the rest.

01

Connect your accounts

Link your banks, credit cards, and investment accounts through Plaid in under 2 minutes. Add crypto wallets and exchanges too.

02

Everything syncs automatically

Transactions flow in with categories, merchant names, and amounts. Balances update, net worth recalculates, recurring patterns get detected.

03

Set budgets and goals

Create monthly budgets with rollover. Set savings goals or debt paydown targets with projected timelines.

04

Ask the AI anything

Chat with your built-in financial assistant. It reads your real data and gives personalized, actionable advice — grounded in 160+ articles.

Powered by Claude

Your money.
Your AI.

Ask Worth anything about your finances. The AI reads your real data — net worth, budgets, goals, credit score, equity grants — and gives you personalized, actionable answers. It even links to relevant articles from the 160+ piece Learn library.

"How's my spending this month?"
"Am I on track with my emergency fund?"
"Where should my next dollar go?"
"Analyze my risk exposure."
What's my savings rate and how can I improve it?
Your current savings rate is 34% — well above the national average of 4.6%. You're saving $2,840 of your $8,350 monthly income. To push toward 40%, consider the half-raise rule — save half of every future raise automatically...

Learn while you earn

A built-in library of 160+ original articles covering everything from budgeting basics to advanced tax strategies. Written in plain English, not jargon.

Foundations
11 articles
Budgeting
9 articles
Investing
12 articles
Retirement
10 articles
Taxes
7 articles
Credit
11 articles
Real Estate
8 articles
Psychology
12 articles
Career
8 articles
Family
10 articles
Self-Employment
6 articles
Crypto
7 articles

Plus: Debt, Insurance, Goals, Economy, Scams & Fraud, Giving, Glossary, and more.

Your data stays yours

Worth is designed around a simple principle: your financial data should never leave your control.

Local-first

Your database runs on your machine. No cloud sync, no third-party analytics, no tracking cookies.

Bank-grade encryption

Plaid handles bank connections with 256-bit encryption. Worth never sees or stores your bank credentials.

Open architecture

Every line of code is in your repo. You can audit, modify, or extend anything. No black boxes.

Simple, transparent pricing

Everything included. No feature gates. No upsells.

Monthly
$9.99/month

3-day free trial · no credit card required

Full access to every feature. Cancel anytime.

Start free trial
  • Unlimited bank & card connections
  • AI Financial Assistant
  • Budgets, goals, & debt paydown
  • Crypto, equity, & asset tracking
  • 160+ Learn library articles
  • Dark mode + PWA mobile
  • Credit score monitoring
  • Auto-categorization rules
Save 17%
Annual
$99.99/year

3-day free trial · no credit card required

Best value — that's $8.33/month. Everything included.

Start free trial
  • Everything in Monthly, plus:
  • 2 months free vs. monthly
  • Priority support
  • Early access to new features
  • Cloud sync & backups
  • Multi-user household sharing
  • Managed AI (no BYO key needed)

Questions & answers

Is Worth really free?
Yes. The personal version is free forever with all features. We'll offer a paid Pro tier later for cloud hosting and household sharing, but the self-hosted version will always be free.
Is my financial data safe?
Your data stays on your machine in a local database. Bank connections go through Plaid, which uses 256-bit encryption and never shares your login credentials with Worth. We have zero access to your data.
What banks and institutions are supported?
Worth connects through Plaid, which supports 12,000+ financial institutions in the US, Canada, and Europe — including all major banks, credit unions, brokerages, and credit card issuers.
How does the AI Assistant work?
The assistant is powered by Claude (Anthropic). It reads your aggregated financial data — never raw transactions or merchant names — and provides personalized insights. You bring your own API key.
Can I use Worth on my phone?
Yes. Worth is a Progressive Web App (PWA) with a mobile-optimized bottom navigation. Install it to your home screen from Safari (iOS) or Chrome (Android) for a native-like experience.
What about crypto?
Worth tracks crypto through manual holdings (with live CoinGecko prices), DeBank wallet sync for EVM chains, and direct Coinbase and Kraken exchange connections.

Start seeing the picture

Connect your first account in under 2 minutes. Free forever, no credit card, no strings.

Get started free