Life happens.
Atlas adapts.
Know what you can spend, with guidance that adjusts to your life.
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THIS MONTH
On pace
$1,900
left this month
Atlas Insights
Your daily pace leaves room for your plans.
Illustrative demo
See how Atlas works ↓
01 / ATLAS INSIGHTS · THE BRAIN OF ATLASUnderstand your money.
Understand your money.
Know what to do next.
See what changed, what it means, and one simple thing you can do next.
Advice that moves
with your life.
A clear finding. A useful next step. Advice that updates as you go.
- 01Notice the pattern.
See which purchases changed your spending, and by how much.
- 02Make one practical change.
Get a specific action and an estimate of what it could save.
- 03See the advice evolve.
New spending reveals what worked. Atlas adjusts the next step.
ASK ATLASAsk about your money.
Ask about your money.
See the answer.
Ask why spending went up, what you can change, or how to save for a goal. Atlas explains the answer with a short summary and clear visuals.
Choose a question to explore the analysis.
02 / ADJUSTED GUIDANCESpent more than planned?
Spent more than planned?
Here’s your way back.
Choose a comfortable pace. See what you can spend as you get back on track.
Choose a pace
See your path
YOUR MONTH01 / 03
TAKE A CLOSER LOOK
See what Atlas does.
Scroll through the features.
Open one to see how it works.
Swipe to explore
01 / 7
CATEGORIES & BILLS
See where the money goes.
Review your purchases by category.
Check which bills are still due.
Eating Out$410 of $650
Review each spending category.
See what you spent, open the purchases, and get tips based on your habits.
Explore your categoriesCheck your upcoming bills.
See paid and unpaid bills on a calendar. Open one to review its cost and past payments.
Explore recurring expenses03 / SET A TARGETChoose a target.
Choose a target.
Track your spending.
Pick a category you want to work on. Compare a target with your last six months of spending, then check your progress.
You choose the amount. Atlas shows how much you have used.
Explore Atlas Actions04 / TRACK YOUR SAVINGSSee what you could
See what you could
save this month.
Your month-end estimate updates as you spend.
Track your savings toward goals you choose.
Atlas tracks your goals. Your money stays in your accounts.
WEEKLY & MONTHLY REPORTSReview your progress.
Review your progress.
Plan your next month.
See what you spent and saved. Compare your results with your plan, then choose what to work on next.
Explore ReportsPOWERED BY PLAIDConnect your accounts
Connect your accounts
through Plaid.
Bring balances and purchases from supported accounts into Atlas.
How it connects×Plaid