Meet Vaulta
Track every dollar across every account. See where your money goes. Know exactly what to do next.
Vaulta connects your banks, categorizes your cash flow, and turns months of transactions into a clear picture — no spreadsheets, no guesswork.
What does Vaulta include?
Everything you need to understand your finances and take control.
Connect every account in one place
Link your banks, credit cards, cash and investments — Vaulta pulls it all together so you always know where you stand.
See your money on one clear dashboard
Net worth, monthly spend, top categories and recent transactions — all visible in a glance, no spreadsheets required.
Budget with categories that actually work
Set monthly limits per category, auto-categorize with rules, and get alerts before you go over.
Spot trends, subscriptions and surprises
Vaulta surfaces recurring charges, unusual spend, and trends across months so nothing slips past you.
Built for every stage
Vaulta grows with you.
From your first paycheque to long-term planning, Vaulta adapts to how you spend, save, and plan — and helps you do all three better.
Stage 1
Just Getting Started
Build the habit of knowing where your money goes.
Connect your first account
Auto-categorize transactions
Track monthly cash flow
Spot small leaks early
Stage 2
Taking Control
Turn your numbers into a plan you can stick to.
Budgets per category
Recurring subscription audit
Pay-down strategies for debt
Savings goals that auto-track
Stage 3
Planning Ahead
Make Vaulta grow with your goals.
Net worth over time
Multi-account households
Long-term savings tracking
Yearly spending reviews
Ready to see your financial picture?
It takes less than a minute to set up. No jargon. No judgment. Just clarity.
Free to start. Your data stays private.