Priv Bring your finances together
Link bank accounts through Plaid, import a CSV, or add the accounts you maintain by hand.
Priv Life BudgetFor individuals & householdsYour money.
Your money.
Your way of seeing it.
Bring transactions, spending and net worth into one place. Organize the details around your life, without turning your financial activity into an advertising profile.
A personal app. Your organizations do not get access to your finances.
- Bank connections through Plaid
- Custom categories & dimensions
- CSV import & export
Priv Life BudgetWorkflow example
September overview
Sample household · illustrative amounts
$7,640Income
$4,218Spending
$3,422Net
Categories that make sense to you. Records you can export.
One Priv Life account. No ad business behind it.
Built around the work
A useful view of your financial life.
Transactions, spending and net worth, organized around your life.
Organize beyond a generic category
Use categories, subcategories and two custom dimensions, plus transaction notes, to make your records useful to you.
See more than this month’s spending
Track budgets and net worth. Include manually recorded assets and debts alongside your linked accounts.
How it works
A straightforward way to get started.
Choose how to bring in data
Connect a bank through Plaid or import a CSV. You can also keep accounts by hand.
Make the categories yours
Organize transactions and set up monthly budgets.
Review and keep your records
Follow spending and net worth, and export transactions when you need them.
Privacy, in practice
Your bank login never reaches Priv Life.
Plaid handles bank sign-in. Priv Life receives the financial data needed by Budget, not your bank password. The privacy policy describes the stored data, encrypted access token and how to disconnect or delete records.
Read the full privacy policy →
You are not our product. Our apps are.
Before you start
A few useful answers.
Questions before you start?
Contact Priv Life to confirm current pricing and whether the app fits your needs.
Ask about BudgetDo I have to connect a bank?
No. You can import CSV transactions and maintain accounts by hand.
Can I get my transactions back out?
Yes. Budget supports CSV export of the transactions you see.
Will an organization I belong to see my budget?
No. Budget is a personal app, separate from your organization’s records.
Is a bank connection the same as no third parties?
No. Plaid provides the bank connection and has its own privacy policy. Priv Life’s policy identifies the providers involved.
Make Budget part of your day.
A personal app. Your organizations do not get access to your finances.