The future of personal finance is effortless
Svend goes beyond tracking—it learns from your real spending, suggests where to save, and helps you reach goals without the guesswork. From auto-categorized transactions to donation tracking and full investment visibility, Svend is your financial co-pilot—not just a ledger.
Start Saving
Connect
All your accounts, in one place
Easily link your bank accounts to automatically import transactions, or upload them manually. Svend Connect gives you a complete view of your finances—secure, flexible, and built for how you manage money.
Easy Bank Sync
Securely link all your bank accounts in seconds to see your full financial picture in one place.
Always Up to Date
Automatically pulls in your latest balances and transactions — no need to log in every time.
You’re in Control
We never store your bank passwords. You decide what to import, and we keep your data safe.
Insight
Your spending habits, decoded
Svend analyzes your transactions to reveal where your money goes. Get simple, smart suggestions on where to cut back and start saving.
Amazon
Payroll Deposit
Dutch Bros
Walmart
Target
Budget Remaining: $784.21
2 days ago
Automated Categorization
We sort your transactions instantly into the right categories and budgets—no effort required. Just connect your accounts and let Svend do the organizing.
Intelligent Spending Analysis
Our system analyzes your patterns in real-time to highlight nonessential spending, show trends, and uncover hidden savings.
Smart Budget Notifications
Receive custom alerts when you overspend, reach savings milestones, or have extra room to cut back—right when it matters most.
Transfer
Effortless money movement, built into your budget.
Move your money where it matters most—between accounts, toward goals, and into savings—all while Svend keeps your budget in check.
Auto Transfers
Automatically move money between your accounts based on your budget and goals.
Virtual Accounts
Create purpose-driven virtual accounts to organize savings for travel, emergencies, or anything else.
Smart Controls
Svend monitors your finances and pauses transfers if you don’t have the budget to support them..
Personal Finance
Svend helps you track investments across all your accounts
Automatically sync brokerage accounts or manually add any investment—from stocks to real estate—to get the full picture of your financial health. Monitor your portfolio’s performance and see how each asset contributes to your goals.
Features Included
- Unified Portfolio Tracking
- Live Performance Monitoring
- Alternative Asset Management
92%
users say they feel more in control of their finances with Svend's investment visibility.
Your Command Center for Smarter Finances
Take full control with a beautifully designed dashboard that brings all your financial data together—from budgets and investments to account transfers and insights—in one seamless view.
Get real-time updates, personalized suggestions, and total visibility to help you stay in charge of your money with less effort.
Money in Motion
Spending Pulse
Goal Tracker