Features
All the essentials—plus AI-first purchase planning.
Prioritize is evolving from wishlist prioritization into a personal finance platform. We keep the product simple, explainable, and forward-looking.
Accounts & transactions
Get a clear view of what’s happening across accounts—without building a spreadsheet.
- • Mock-first finance data provider for free dev/demo
- • Plaid-shaped types/interfaces so adding Plaid later is a swap, not a rewrite
- • Daily batch sync model (no real-time complexity)
Budgeting that matches real life
Simple category budgets with rollover—so you can recover from imperfect months.
- • Default categories
- • Rollover periods
- • Budget vs. actual tracking
- • Overage alerts
Net worth dashboard
Assets + liabilities in one place, with trend lines that make progress visible.
- • Aggregate balances
- • Historical trending
- • Manual asset entry (home, car, etc.)
Purchase planning (evolved wishlist)
Turn “want” into a plan: readiness scores, impact previews, and clear next steps.
- • Purchase Readiness Score (0–100)
- • Budget impact preview before you buy
- • Explainable reasoning you can override
AI insights (transparent, not magical)
Find savings opportunities and spending drift with clear explanations and controls.
- • Subscription detection
- • Spending anomaly detection
- • Actionable recommendations
Security & trust
A finance app only works if users trust it. We design for safety and clarity from day one.
- • Privacy-first (no data sales)
- • Role-based access controls
- • Audit-friendly design
Ready to try it?
14-day free trial. Cancel anytime.