Simple Wallet connects to your bank, organizes your transactions, stores your documents, and shows you exactly where you stand.
Accounts. Receipts. Trips. Net worth. All organized.
Finally, organized.
Accounts, spending, receipts, trips, and net worth. All in one place. No rules. No nagging.
One place for all of it.
Built for your whole financial life.
Your vehicle costs, already in their place.
Gas, insurance, repairs, and maintenance belong together. Simple Wallet keeps each vehicle's cost history organized, with receipts and documents where you expect them.
Learn more about Vehicle Tracking ›
Travel without the spreadsheet.
Flights, hotels, dining, and activities stay grouped by trip. No spreadsheet cleanup. One trip total you can check before you get home.
Learn more about Trips ›
Organization that happens to you.
Connect eligible accounts once. Transactions flow in automatically from 10,000+ banks, so your financial picture stays current without manual import work.
Learn more about Bank Sync ›
The same organized view everywhere.
Your wallet stays in sync across iPhone, iPad, and Mac. Open any Apple device and see the same accounts, categories, and records.
Learn more about Multi-Device Sync ›
Frequently Asked Questions
Everything you need to know about Simple Wallet
Simple Wallet is a money organizer, not a budgeting app. It brings accounts, transactions, receipts, trips, vehicle costs, IOUs, and net worth into one private place.
In seconds. Simple Wallet uses Plaid, the same trusted service used by major financial apps, to securely connect to over 10,000 banks. Your transactions flow in automatically, so your records start organizing themselves.
Daily spending, multiple accounts, vehicles, home costs, IOUs, receipts, trips, and net worth. All from one organized app.
Absolutely. We never sell your data, never show ads, and never share your information with third parties. Your finances stay private, always.
Not at all. Bank sync is optional. You can enter transactions manually, sync some accounts, or use both.
Simple Wallet is currently available in Canada and the United States. More countries coming soon!
See it for yourself.
Everything in one place. Find anything in seconds. Stop wondering where you stand.