beans

Log in

Each person gets their own cards, transactions, and Plaid connections.

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Privacy & terms

Soaking in the numbers

Brewing your dashboard

beans
Settings
Today

Hello

In bank
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On cards
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Next due
—
—of card debt

Looking at your cards…

We'll surface the card most worth paying down first.

Your cards & accounts
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Payment timeline

Open calendar →
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Balance history

Barista's note

AI
Reading your statements

Written by AI (Grok) when AI features are on. Not financial advice.

Recent

All transactions →
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This month so far

Monthly review →
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Transactions

Transactions

Every purchase, payment and deposit across your accounts.

Merchant Account Category Tags & notes Amount
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Payment calendar

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SunMonTueWedThuFriSat
Paid Due Overdue

This month

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Repeats

Recurring

Payments and charges that repeat on a schedule.

Est. monthly total
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Subscriptions & mortgages · card dues excluded
Card & loan dues
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Subscriptions
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Payment Account Frequency Next Amount
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Monthly review

—, reviewed.

Breakdown of last month's spending

Plans

What are you brewing?

Guided conversations grounded in your real spending.

Preferences

Settings

Connected institutions

Transaction history

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Removed cards

Environment

Sandbox
Plaid modeSandbox hides production items until you switch back.

Mortgage

Link your mortgage via Plaid or add it manually if your lender isn't supported.

Linked via Plaid
Manual mortgages

Tags

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Appearance

ThemeLight keeps the same roast palette on a lighter, latte background. System follows your device.

AI features

AI insights (Grok)The Home summary, Goals coach, and chat send your account names, balances, card interest rates, and spending totals by category and month to xAI's Grok, plus what you type. Not your name, email, or individual transactions. Off by default. Details
Goals coach conversationsSaved so you can come back to a goal. "Ask beans" chats aren't saved.

Security

PasswordChanging it signs you out on every other browser and device.
Two-factor loginOff. Turn it on to ask for a code from an authenticator app (1Password, Google Authenticator, Authy…) every time you log in.

Account

Your nameYour first name is used for the greeting on Home.
Signed in as…
Privacy & termsWhat beans stores, who it's shared with, and how to delete it.
Delete accountPermanently deletes your account, disconnects your banks from Plaid, and erases all transactions, tags, notes, and goals. This can't be undone.
beans · …

Ask beans

Grounded in your real transactions · Grok
b.
Hi! Ask me anything about your spending, upcoming payments, or how to hit a goal.

AI-generated by Grok · Not financial advice