Connect once. Forget forever.
Up-to-date records reduce money stress. Use secure Plaid connections to import activity continuously. Automatic sync from 12,500+ banks across core account types.
What stays organized
Bank-level security. Built in.
Simple Wallet uses Plaid, the same service behind Venmo and Robinhood. Your credentials never touch our servers. Plaid connects directly to your bank.
Your money moves. So does Simple Wallet.
New transactions appear within hours. Balances update automatically. No manual entry. No missed purchases. Just open the app and see exactly where you stand.
Frequently Asked Questions
Everything you need to know about Bank Sync
Your bank credentials never touch our servers. Plaid connects directly to your bank - the same way Venmo and Robinhood work. Transactions flow in automatically, and you're always up to date.
Not at all. Many users prefer manual entry for more control. You can also mix both - sync some accounts, track others manually. Your choice.
Over 12,500 banks, credit unions, and investment accounts across the US and Canada. If your bank has online banking, we almost certainly support it.
Transactions appear within hours of posting. Need them sooner? Pull down to refresh anytime.
Explore more features
Manual Entry
Not every transaction comes from bank sync. Add manual entries with categories and notes in seconds. Track cash purchases, side income, and one-off expenses.
Net Worth at a Glance
Financial direction needs one clear number. Aggregate balances across accounts in real time. A complete net worth picture at a glance.
Smart Categories
Organization should help immediately. Start with sensible categories and refine as needed. Smart categories ready to use without tedious setup.
Trips
Trip spending is easier when it stays grouped. Keep travel expenses together and convert currencies automatically. One trusted trip total without spreadsheet cleanup.