Master Your Money with Precision
Track net worth, budgets, spending, cashflow, and investments in one clean dashboard—so you always know what to do next.
No spreadsheets. No guesswork.
Your Financial Life, Summarized
Stop guessing where you stand. OnTheBuck pulls your accounts and transactions into one place so you can see net worth, income, expenses, and trends at a glance.
Visual Cashflow — See income vs expenses and where money flows each month
Smart Budgeting — Budget by category and always know what’s left to spend
Portfolio + Net Worth — Track assets, liabilities, and investments together
Rules + Tags — Automatically categorize and label transactions so your data stays clean
Power Search & Filtering — Find any transaction by merchant, category, tag, amount, or date range
Shared Spaces — Separate personal/household/business finances and invite members when needed
Automate transaction cleanup with Rules + Tags
Set rules once and keep your data consistent going forward. Better data means better budgets, better insights, and less manual work.
Features
The core tools you’ll use weekly to stay on top of your money.
Accessible through all devices
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