Coming soon — The Penny Tracker is in final preparation and launching later this year. Feel free to look around!
Your money. Your control. Smarter by design.

Budget Intentionally.
Save Consistently.

ThePennyTracker is a private, personal finance web app for individuals and households who want to be intentional about their money — without handing over their bank credentials to anyone.

thepennytracker.com/dashboard

The Smith Household

Here's your financial snapshot.

Add Transaction

Net Worth

$84,532

$92,100 assets · $7,568 debt

Income

$8,450

$8,000 planned · $8,450 received

Expenses

$4,022

$4,750 planned

Savings Assigned

$1,200

$1,500 planned · $0 spent

Available to Assign

$3,216

from prior months

Net Worth

3M
6M
1Y
$85K$75K$65KJunAugOctDecFebApr

Cash Flow

All
6 Months
$10K$5K-$5K$0NovDecJanFebMarApr

Income Pace

Spending Pace

Everything you need. Nothing you don't.

Built for households that want real control over their finances — not just a dashboard to look at.

Budget Tracking

Set monthly budgets by category, track income and expenses, and see exactly where you stand at a glance.

Savings Goals

Create savings funds, allocate your monthly surplus with our guided allocator, and track progress toward every goal.

Subscription Tracker

Auto-detects recurring charges from your transactions — including the ones you forgot about. See every subscription, its cadence, and catch missed or changed charges.

Debt Payoff Planner

Choose snowball or avalanche, set an extra monthly payment, and see your payoff order, your debt-free date, and exactly how much interest you'll save.

Mortgage Scenarios

Model your mortgage payoff: extra monthly payments, one-time lump sums, and side-by-side scenarios — watch years and interest fall off your loan.

AI Financial Review

Get a written monthly review of your finances — where the money went, how you did against budget, and what's trending — generated from your own data.

Split Transactions

One trip, multiple categories. Split a grocery run across Food, Household, and Kids — manually or let AI auto-split from a receipt photo.

Reimbursement Tracking

Flag any expense as reimbursable and track who owes you. Record paybacks as they arrive — in full or in pieces — until every expense is settled.

CSV Import

Upload a CSV from any bank. AI auto-categorizes on first pass, and history remembers your edits so every future import is faster. No credentials, no connections.

How it works

Up and running in minutes. No setup headaches.

01

Set up your accounts & budget

Add your accounts, set category budgets for the month, and define your savings goals.

02

Import your transactions

Upload CSV exports from your bank, or enter transactions manually. Works with every bank.

03

See the full picture

Track budget performance, analyze spending patterns, and allocate your monthly surplus toward your goals.

AI That Learns

The more you use it, the less you have to do.

Manual entry doesn't mean tedious. Every correction you make teaches the app — so next month, it does more of the work for you.

Auto-categorize on first import

Recognizes hundreds of common merchants instantly. Chick-Fil-A → Food > Restaurants, Shell → Car > Gas, Netflix → Bills > Subscriptions. You review, you don't re-type.

Parse receipts with a photo

Snap a photo of your grocery receipt — AI reads every line item and splits the transaction across categories. Great for itemizing HSA or business expenses.

Remembers your decisions

Categorize LA Fitness under Health & Wellness instead of Bills once — it remembers forever. Every future gym charge applies your preference automatically.

Savings Goals

Every goal in one place.
Funded by your surplus.

Create savings funds for anything — emergency fund, vacation, home renovation, new car. Each month, the guided surplus allocator shows you exactly what's left after bills and helps you split it across your goals.

  • Track current balance and target for every goal
  • Allocate your monthly surplus in seconds
  • See full transaction history per goal
  • Transfer between goals as priorities shift

Savings

Track your goals and monthly surplus.

New Goal

Amount withheld from savings:

$1,800

$20,550

Total Saved

$1,800

Monthly Goal

$3,216

Budget Surplus

$1,800

Assigned

$1,416

Available to Assign

Fund
Target
Monthly Goal
Balance
Emergency Fund84%
$10,000
$500
$8,400
Family Vacation45%
$5,000
$400
$2,250
New Car19%
$20,000
$600
$3,800
Home Renovation41%
$15,000
$300
$6,100

$1,416 left to assign this month

Surplus from April ready to allocate

Assign Now

On Your Phone

The full app, in your pocket.
No install required.

Open thepennytracker.com in your phone's browser and the app adapts — a bottom tab bar, thumb-friendly screens, and a camera button for receipts. Snap a receipt at the checkout; it lands in your inbox, AI reads it, and it's ready to attach to the matching transaction when you're back at your desk.

  • Snap receipts with the built-in camera button
  • Check your dashboard and transactions on the go
  • Add it to your home screen and it launches like an app
  • Same account everywhere — nothing to sync, nothing to install

9:41

Receipts

3 pending

Costco

$214.86 · Today

Ready to attach

Shell

$48.20 · Today

Ready to attach

Trader Joe's

$86.41 · Just now

Reading receipt…
Dashboard
Activity
Receipts
Transfers
More

Know your money.
Don't observe it.

Auto-sync apps make it easy to observe your money. But observing isn't the same as knowing it. When you import your own data, you engage with every transaction — and that engagement is what actually changes spending habits.

Every major bank lets you export a CSV. It takes about 60 seconds, any format works, and your credentials never leave your hands.

Less than half what others charge.

Auto-sync apps charge $14.99+ because they pay banks for connection services and pass the cost to you. We don't connect to your bank, so we can charge a fraction.

Everything Included

$5.99/month

14-day free trial · Cancel anytime

  • Budget tracking with categories & subcategories
  • Unlimited savings goals
  • Monthly surplus allocator
  • Split transactions across multiple categories
  • Reimbursement tracking (who owes you, paid or pending)
  • Reports & analytics
  • AI monthly financial review
  • Household member tracking
  • CSV import from any bank
  • Subscription tracker with auto-detection
  • Debt payoff planner (snowball & avalanche)
  • Mortgage payoff scenarios & what-ifs
  • Net worth tracking
  • Receipt scanning
Start your free trial

Questions, answered.

Why doesn't it connect to my bank?

By design. Auto-sync means handing your bank credentials to a third-party aggregator — and paying for the privilege. Importing a CSV takes about 60 seconds a month, your credentials stay with you, and that small moment of engagement is what actually changes spending habits.

Which banks does it work with?

Any bank that can export a CSV — which is virtually all of them. The importer maps any column layout, remembers it for next time, and AI categorizes the rest.

Is my data private?

Your bank credentials never exist here — there's nothing to leak. Your financial data lives in your account, is used only to power your own dashboard and reviews, and we don't sell it. You can export your transactions anytime.

Does it work on my phone?

Yes — the full app runs in your phone's browser with a mobile layout and a camera button for snapping receipts. Add it to your home screen and it launches like an app. No app store needed.

Can I track my whole household?

Yes. Add household members, tag who spent what, split shared expenses across categories, and track reimbursements when someone owes you — all in one shared picture of your finances.

What does it cost?

One plan, everything included: $5.99/month after a 14-day free trial. No tiers, no feature gates, cancel anytime.