All your money, in one clear view
Entifold brings your accounts, bills, budgets and savings goals together, so you always know where you stand, whether it's just you, your household or your business.
- Connect through Plaid
- Share with your household or team
- Free plan, no card needed
Who it's for
Made for the way you manage money
Use Entifold on your own, share it with your household or run your business with it. Each gets its own workspace.
For you
Every account, bill and goal in one place, with alerts before anything slips.
PersonalFor your household
Share a workspace with your partner or family, with the right access for each person.
HouseholdsFor your business
Business accounts, cash flow and recurring costs in one view, with roles for your team.
Businesses
Everything in one place
One app for the whole picture
Stop switching between apps and spreadsheets. Entifold keeps every part of your finances together and up to date.
Accounts and net worth
Every account and asset in one place, with your net worth always up to date.
Transactions
Search, filter and categorize every transaction across all your accounts.
Budgets
Monthly budgets by category, with an alert before you go over.
Bills
Upcoming bills found for you, with reminders before they're due.
Subscriptions
See every recurring charge and what it costs you each month and year.
Savings goals
Set a target and a date, and track your progress toward it.
Reports Paid plans
Income, spending and cash flow over time, and a forecast of your cash.
Alerts
Low balances, large transactions and due bills, as they happen.
Net worth
See everything you own and owe
Connect your checking, savings, credit cards, loans and investments, then add your home, car and anything else of value. Entifold keeps your net worth current as balances change.
- Accounts from all your financial institutions
- Homes, vehicles and other assets
- Equity after your mortgage or loan
Bills and subscriptions
Know what's due before it's due
Entifold finds your recurring bills and subscriptions in your transactions, reminds you before payments are due and warns you when your balance won't cover them.
- Bills and subscriptions detected for you
- Reminders before the due date
- A warning before you come up short
Budgets and alerts
Spend with a plan, not a guess
Set monthly budgets by category and see how much is left at a glance. Alerts tell you when a budget is nearly used, a balance runs low or a large transaction goes through.
- Monthly budgets by category
- Alerts at 80% and 100%
- Low balance and large transaction alerts
Reports
Understand where your money goes
See income, spending and cash flow over any period, your top categories and merchants, and a forecast of your cash balance for the next 30, 60 or 90 days.
- Income, spending and cash flow
- Top categories and merchants
- A cash forecast up to 90 days ahead
Sharing
Manage money together
Invite your partner, family or team to a shared workspace. Everyone sees the same accounts, bills and budgets, and each person gets the access that's right for them.
- Owner Everything, including billing and deleting the workspace.
- Admin Invites and manages members, and reviews workspace activity.
- Editor Connects accounts and keeps budgets, bills, subscriptions and goals up to date.
- Viewer Sees everything, changes nothing.
Security
Built to protect your financial life
Your finances deserve more than a password. Entifold is designed so that only the right people get in, and you always know what's happening.
Secure connections
You connect your accounts through Plaid. Entifold never sees your financial institution's username or password.
Strong sign-in
Sign in with a passkey, add two-step verification with an authenticator app, and confirm important changes with your password.
You stay in control
See every device that's signed in, sign any of them out, and get an email about sign-ins from devices we don't recognize.
Pricing
Start free. Upgrade when you need more.
The Free plan covers one financial institution with budgets, bills, subscriptions and goals. Paid plans add more connections, more members, unlimited tracking and reports, from $29 a month.
Questions and answers
Can't find what you're looking for? See all questions or contact us.
What is Entifold?
Entifold brings your accounts, transactions, budgets, bills, subscriptions and savings goals into one place, so you always know where your money stands. You can use it on your own, share it with your household or use it for your business.
Can I use Entifold for my business?
Yes. Create a workspace for your business, connect its accounts and cards, and invite your team with the role that fits each person. Growth and Portfolio are made for businesses. Entifold isn't accounting, invoicing or payroll software, but you can export transactions for your accountant.
Is there a free plan?
Yes. The Free plan includes one connected financial institution, budgets, bills, subscriptions and savings goals. You don't need a card to sign up, and you can upgrade at any time.
Does Entifold see my financial institution password?
No. You connect your accounts through Plaid, and your sign-in details for your financial institution go to Plaid, never to Entifold.
Can I share Entifold with my partner or family?
Yes. Invite people to your workspace and give each of them a role: admin, editor or viewer. Everyone sees the same accounts, budgets and bills, and each person signs in with their own account.
Which financial institutions can I connect?
Entifold connects through Plaid, which supports thousands of financial institutions in the United States and Canada, including banks, credit unions, credit card issuers and lenders.
Can I change or cancel my plan?
Yes. The workspace owner can change or cancel the plan at any time from the workspace's billing settings.
Get your finances in one place
Start free in a few minutes. No card needed.