Money management that feels warm, not robotic.

CozyFunds brings calm to your finances with clean insights, flexible budgets, and gentle reminders that help you stay on track without the stress.

Weekly Overview On Track
Total Spending $428.50
Budget Remaining $162.00
Savings This Month $340.00
Budgets Insights Goals

Everything you need to feel good about your finances

Simple, powerful tools designed to help you understand and manage your money with ease.

📊

Smart Transaction Tracking

Automatically categorize and track your spending across all your connected accounts. See where your money goes at a glance.

🎯

Flexible Budgeting

Create weekly or monthly budgets that adapt to your lifestyle. Set limits without feeling restricted.

💡

Spending Insights

Understand your spending patterns with beautiful visualizations and actionable insights about your habits.

🔔

Gentle Reminders

Stay on top of bills and budget limits with friendly notifications that keep you informed, not stressed.

Getting started is easy

Connect your accounts and start your journey to financial clarity in minutes.

1

Connect Your Accounts

Securely link your bank accounts and credit cards through our trusted partner, Plaid.

2

Set Your Budgets

Create custom budgets for categories that matter to you. We'll help you stay on track.

3

Watch Your Progress

Get real-time insights into your spending and celebrate your financial wins.

Your security is our priority

We take the protection of your financial data seriously. Here's how we keep you safe.

🛡️

Secure Bank Connection

We use Plaid to connect to your bank. We never see or store your login credentials.

🚫

Read-Only Access

CozyFunds can only view your transactions. We can't move money or make changes to your accounts.

🙈

We Don't Sell Your Data

Your financial information is yours. We don't sell or share your personal data.

🗑️

You're In Control

Delete your account or unlink bank connections anytime to remove your data.

Ready to take control of your finances?

Start managing your money with confidence and clarity.

Get Early Access