Welcome to My Finances
Select an account on the left to view transactions,
or add a bank account to get started.
💰 My Finances
Your accounts, in one place.
Enter your Plaid Client ID and Secret to get started. You can find these in your Plaid dashboard under Team → Keys.
Your accounts and transactions are stored only on this device, inside a folder
you pick called the Ofni Vault — never in the cloud. This app saves its data under
finances/{your email}/ within that folder.
Pick the same Ofni Vault folder you use with your other Ofni apps. You only have to do this once
per device; we'll remember your choice.
Give each account a name you'll recognize. We've suggested defaults based on the institution and account type — change them however you like.
We'll connect your account and set up both everyday transactions and, if the institution offers them, investments. This covers banks, cards, and brokerages (like Schwab, Fidelity, or a 401k) in one step.
We couldn't connect this institution with the default settings. Tell us which account types it has so we can connect it the right way.
Select an account on the left to view transactions,
or add a bank account to get started.