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Track your finances
Bring your accounts, income, and spending into one understandable household picture.
For W-2 earners with choices to make
When money is left after regular expenses, deciding what to fund next can be hard. Optimint uses your current financial profile to recommend a next action in seconds, explain its assumptions, and leave the decision with you.
Household finances
Your financial snapshot.
A suggested priority based on your current profile. Review the reasoning before you decide what to do.
Net worth
$84,240
Across 5 included accounts
Cash reserves
4.2 mo
Annual income
$96,000
Annual surplus
$18,400
How it works
01
Bring your accounts, income, and spending into one understandable household picture.
02
Understand cash reserves, income, spending, surplus, and net worth at a glance.
03
See a recommendation from your current profile, including the assumptions behind it. You choose what to do.
Why Optimint
See a suggested priority instead of sorting through accounts and spreadsheets yourself
Understand why an action was suggested and which assumptions it uses
Consider cash, debt, retirement, and other goals in one household picture
Stay in control: review the suggestion and decide whether to act
Start with clarity
Add your financial picture, then see a recommended next action based on your current profile.
Request an inviteInvite-only pilot
We're onboarding a small group while Optimint is in its pilot. Tell us where to reach you and we'll be in touch as spots open up.