Private beta
Checking, savings, investments and debt on one calendar, with a projected balance for every day ahead.
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Built to be trusted with your money data
Read-only access
Banks connect through Plaid. Geldfish can’t move money or make payments.
Encrypted bank access
Bank access tokens are encrypted at rest. Your data is never sold.
Two-factor sign-in
An authenticator app is required on every account, not optional.
Leave anytime
Disconnect a bank or delete your account and its data whenever you want.
Three steps to a month you can see
Setup takes about five minutes. After that, the month ahead stays in view without daily babysitting.
Connect your accounts
Link banks, brokerages and loans through Plaid, or type in your balances. Geldfish never moves money.
Confirm what repeats
Geldfish finds your paychecks, bills and subscriptions in your history. You confirm them once.
Watch the month ahead
Every future day gets a projected balance, so you see the dip before it happens and have time to act.
Connect your accounts
Link banks, brokerages and loans through Plaid, or type in your balances. Geldfish never moves money.
Chase
Checking ··4821 · Freedom card ··0119
Fidelity
401(k) · Roth IRA · Brokerage
Ally Bank
High-yield savings ··7730
Ally Bank needs you to sign in again before it can sync.
ReconnectConfirm what repeats
Geldfish finds your paychecks, bills and subscriptions in your history. You confirm them once.
Fri, Nov 13
Projected- Paycheck+$2,850
- Roth IRA+$250
Watch the month ahead
Every future day gets a projected balance, so you see the dip before it happens and have time to act.
Today
$4,364
Checking
Low point
$621
Thu, Nov 12
Payday
$2,850
Fri, Nov 13
Your whole balance sheet, looking forward
Cash, investments and debt in one number
Savings earn their APY, investments grow at your rate, and loans amortize to their payoff date. Project one month or ten years out.
Cash
+$380.00 this month
- High-yield savings$12,800+$400
- Checking$650-$20
Investments
+$910.00 this month
- 401(k)$48,200+$600
- Roth IRA$18,900+$280
- Brokerage$9,300+$30
Debt
-$310.00 this month
- Car loan$14,800-$310
Car loan
Paid off Mar 2028
$20,300 of $35,100 paid · $385/mo, $61 of it interest
A month you can read at a glance
Past days show what your bank did. Future days show what your schedules say will happen. Each day carries its own ending balance.
- Income, bills, transfers and investments, colour-coded
- Open any day to see what lands and what’s left
- Projected items marked, never mixed with settled ones
Warnings early enough to act on
When bills bunch up before a paycheck, Geldfish tells you the date, the amount, and what would fix it.
- Syncs when you open the app
- Reconnect without losing history
- Installs on phone and desktop
Needs your attention
Get on the list
Geldfish is in private beta. Leave your email and we’ll invite you as soon as there’s a spot.
Questions
Do you see my bank password?
No. Connections go through Plaid, which handles the login on its own screen. Geldfish only receives read-only access, encrypted at rest, and cannot initiate a payment or transfer.
What if my bank isn’t supported?
Geldfish works fully without a connection: enter your balances and schedules by hand and the projection still runs.
How accurate are the projections?
As accurate as the schedules you confirm. Fixed items like rent and loan payments land exactly. Everyday spending is projected from your own averages and marked as an estimate.
Can I delete my data?
Yes. Disconnecting a bank removes its synced transactions, and deleting your account removes everything, including the Plaid connection, immediately.
When does the beta open up?
We’re inviting people in small batches while we polish the app. Request an invite and we’ll email you when there’s a spot.