LIMITED TIME OFFER: Extra 20% Off Annual

The app that shows

where your money

actually goes

Everything tracked so your budget finally sticks.

“I have used so many tools and spreadsheets but this one makes it so easy to see where I need to cut spending and holds me accountable for impulse purchases.” – Deeri C. “Really enjoying the ease of use! Straight forward and clean” – Brandon. “I have been a fan of Caleb since the start, like literally 1,000 followers. I was excited to change from Rocket Money to his new app. I like how ‘simple’ it is.” – Abby.

“I have used so many tools and spreadsheets but this one makes it so easy to see where I need to cut spending and holds me accountable for impulse purchases.” – Deeri C.

“Really enjoying the ease of use! Straight forward and clean” – Brandon.

“I have been a fan of Caleb since the start, like literally 1,000 followers. I was excited to change from Rocket Money to his new app. I like how ‘simple’ it is.” – Abby.

Be the hero of your money story

Never lose track of your budget again.

Transactions sorted automatically in the DollarWise app

Every transaction, sorted automatically.

Every transaction in one place, sorted into spending categories that match how you actually spend — app or web. No spreadsheet. No guessing. No surprises at the end of the month.

The weekly swipe review.

A monthly plan built from your actual monthly income. When spending shifts or the car breaks, the plan adjusts with you. No starting over.

Rules-based insights in the DollarWise app

Rules based insights, built from your numbers.

Every insight comes from a rule we can show you, not a model guessing at your life. It's real data from real numbers, designed to get you on a real budget.

Finally a budget that survives real life

Build your budget, then keep it honest in just five minutes a week.

Low price, big investment

On web, android, and iOS. Same app. Same experience.

Choose the subscription that works for your budget.

Annual BEST VALUE

$6.67 /mo Billed first year at $79.99,
auto-renews at $99.99 after the first year.

Monthly

$9.99 /mo for first 3 months Renews at $14.99/mo after that.

Features made for you

And a budget that actually makes sense

Building your budget

Dollarwise builds your plan on the 50/30/20 method.

• 50% Needs: housing, utilities, groceries

• 30% Wants: dining out, shopping, entertainment

• 20% Savings: Investments & Emergency Funds

Set your monthly income and see three things: your plan, what you spent, what's left. If the split doesn't fit, adjust it.

Building your budget

Dollarwise builds your plan on the 50/30/20 method.

• 50% Needs: housing, utilities, groceries

• 30% Wants: dining out, shopping, entertainment

• 20% Savings

Set your monthly income and see three things: your plan, what you spent, what's left. If the split doesn't fit, adjust it.

Transaction Categorization

Every synced transaction sorts itself according to the merchant and description. If a purchase lands in the wrong category, change it.

Then the Review flow keeps things honest:

👉 Swipe right for Needs

👈 Left for Wants

👇 Down for Savings

Transaction Categorization

Every synced transaction sorts itself according to the merchant and description. If a purchase lands in the wrong category, change it.

Then the Review flow keeps things honest:

👉 Swipe right for Needs

👈 Left for Wants

👇 Down for Savings

Transfers between your own accounts never count as spending.

Deep financial insights

Built entirely from your actual transactions. See total spending against your budget for this month or any month before it. Every category shows what you budgeted, what you spent, what's left.

If something seems off, like a duplicate or odd purchase, Dollarwise flags it and explains why.

Insights

Built entirely from your actual transactions. See total spending against your budget for this month or any month before it. Every category shows what you budgeted, what you spent, what's left.

If something seems off, like a duplicate or odd purchase, Dollarwise flags it and explains why.

All your money in three buckets

That’s it!

And the wants bucket lets you spend on yourself as part of the plan.

Frequently asked questions

What is Dollarwise

Dollarwise helps you see your money clearly and build a budget that works in real life.

Connect your accounts and see your spending in one place, automatically sorted into categories. Then spend about five minutes a week reviewing what you actually spent and keeping your budget on track.

No spreadsheet. No guessing. Just a clearer view of your money.

How do I build my budget with Dollarwise?

Start with the three things your money needs to do: save, cover your needs, and enjoy your wants. Dollarwise helps you build your budget around the 50/30/20 framework:

• 50% Needs: things like housing, groceries, utilities, transportation, and healthcare

• 30% Wants: things like dining out, shopping, entertainment, hobbies, and travel

• 20% Savings: money for savings and investments, debt payments over the minimum

You can then adjust your categories and budget to better fit your actual life.

The goal isn't to make every month perfect. It's to have a plan that works for you.

How much time does Dollarwise take?

About five minutes a week.

Dollarwise brings your transactions together and sorts them into categories, so you don't have to spend your time building spreadsheets or manually tracking every purchase. Each week, take a few minutes to review what you spent and keep your budget honest.

It's not set-and-forget. It's five minutes that helps you stay in the loop.

Where is Dollarwise available?

Dollarwise is built for customers in the United States.

Dollarwise's account connectivity is designed around U.S. financial institutions, so customers with U.S. bank accounts will generally have the best experience connecting their accounts.

Customers in Canada may have a different experience. Canadian bank connectivity is not as broadly supported or consistently connected as the U.S. banking network, so some Canadian accounts may not connect reliably.

Dollarwise is not available in Europe, Asia, or Australia.

Is my financial information safe?

Your financial information is connected securely through Quiltt and Plaid.

Dollarwise is funded by subscriptions, not advertising. We don't sell your data, and there are no ads in Dollarwise.

We also believe you should understand how Dollarwise works. Our insights are based on rules we can explain, not a model guessing about your life.

What is Dollarwise

Dollarwise helps you see your money clearly and build a budget that works in real life.

No spreadsheet. No guessing. Just a clearer view of your money.

Who is eligible to refer?

Active paid Dollarwise subscribers in the U.S.

How does the referral program work?

Grab your referral link (left nav on web under "Refer & Earn," Profile → Referrals in the app) and share it. You earn when someone you sent over becomes a paying subscriber.

Do I need a different referral link for each person I refer?

One link, tied to your account. Text it, email it, post it.

What do I earn per referral?

$15 per annual referral, $5 per monthly.

What does the person I refer get?

Annual: $79.99 for their first year (normally $99.99). Monthly: first 3 months at $9.99 (normally $14.99).

Does the person I refer have to be new to Dollarwise?

Yes — they sign up with an email that's never been used for a Dollarwise account.

When do referral rewards get paid out?

About 45 days after their subscription starts — they finish their free trial, convert to paid, and stay subscribed 30 days, plus a couple weeks for us to confirm everything's clean.