all your financial accounts in one place
View your account balances and transactions across all checking, savings, credit card, or loan accounts with a personalized monthly spending analysis.
10,000+ Financial Institutions Supported
BankFolio uses Plaid API, which supports thousands of financial institutions across the U.S. and Canada - from national banks to local credit unions.
your privacy matters
None of your data is stored in BankFolio. Everything loads live, leveraging bank-grade security and encryption, upon launching the app or at your request.
Built with usability
We took into consideration multiple use cases and focused on account balances and transactions to limit the cost of BankFolio for our clients and provide a simple, four-page user interface, built using the latest SwiftUI.