Financial Clarity Made Simple

One single view
for all your financials

Stop guessing what you can spend. OneView shows your true financial picture—every account, every dollar—all in one place. Know exactly what you owe, so you know what you can spend throughout the month.

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20+ beta users
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OneView Dashboard Preview

Your money is scattered. Your budget apps don't help.

Checking three apps just to know if you can afford dinner. Budgets that break when life happens. Bills you forgot about until they hit.

1

Money scattered across 5+ accounts

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Guess what you can spend

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Spend more than you can afford

Everything you need to take control of your money

  • OneView supports linking every bank account, credit card, and investment account in seconds using Plaid. See your balances sync automatically—no more logging into 5 different apps to see your full financial picture.
  • Want to keep you account information private? No problem. You can manually add your account balances and fixed expenses instead of linking your accounts. OneView will still calculate your available balance and forecast your finances based on the data you provide.
  • Instantly know if you're in the green or in the red with our color-coded health indicator. No spreadsheets, no math—just one number that shows exactly where you stand financially, right now.
  • We calculate your true "available after liabilities" balance by factoring in all your upcoming bills and expected income. No more surprise overdrafts or wondering if you can afford that purchase.
  • Add your paycheck schedule, rent, subscriptions, and other recurring events. OneView forecasts your financial position for the month ahead so you're never caught off guard by upcoming expenses.
  • See how your finances will look next week, next month, or next quarter. OneView projects your balance based on recurring events so you can make confident financial decisions today.
Connect all your financial accounts

Pricing

Simple, Transparent Pricing

Launching Soon

Choose between manual updates or automated account linking

Full control — update your balances at your own pace

Monthly

Perfect for those who prefer manual control

$2

USD

  • Financial health dashboard
  • Manual balance updates
  • Track unlimited accounts & cards
  • Recurring income & expense tracking
  • Available after liabilities calculation
  • Update balances at your own pace
POPULAR

Lifetime

One-time payment, manual control forever

$14

USD

  • Everything in Manual Monthly
  • One-time payment
  • Lifetime access
  • Early adopter pricing
  • All future updates included
  • No recurring fees

Pay once. Access forever.

All plans include access to your financial health dashboard and recurring expense tracking.

FAQ

Frequently Asked Questions

  • Absolutely. OneView uses Plaid, a trusted financial technology platform used by thousands of apps including Venmo, Coinbase, and Robinhood. All data is encrypted with 256-bit encryption (the same security banks use), and we never see your login credentials.

    Your data is stored securely and we never sell or share your information with third parties. You're always in control.

  • OneView supports over 10,000+ financial institutions through Plaid, including all major banks like Chase, Bank of America, Wells Fargo, Citi, and more. We also support credit unions, investment accounts (Fidelity, Vanguard, Charles Schwab), and credit cards from all major issuers.

    If your institution supports online banking, chances are it works with OneView.

  • No, never. When you connect an account, you log in directly through Plaid's secure interface—not through OneView. Your username and password go directly to Plaid and your bank. We never see, store, or have access to your login credentials.

    Plaid generates a secure token that allows OneView to fetch your account balances without ever accessing your credentials.

  • Yes! OneView is fully responsive and works beautifully on phones, tablets, and desktops. You can check your financial health anywhere, anytime. We're also working on dedicated iOS and Android apps—join the waitlist to be the first to know when they launch!

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Ready to Take Control?

Stop checking five different accounts just to know if you can afford a night out

Join the waitlist today and be one of the first to experience effortless financial clarity with OneView.