... hiding under a rock. What's everyone using for personal finance? At minimum, I want: All the normal budgeting, account views, dashboards, etc. To see trends over time on category spend, expenses, income, net worth Integrates via Plaid to all banks Doesn't sell my data to credit card companies To pay a monthly fee in exchange for the company to be workable without selling data And then my wishlist is: Let's me invite my spouse Shows brokerage account ... ... with a grain of salt. My goals are pretty similar to yours and the app I build more or less checks all of these boxes: To see trends over time on category spend, expenses, income, net worth Integrates via Plaid