No bank login required · Just upload your CSV

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money.

Ask about your financial habits and Arlo tells you how to fix them. Track your budget, net worth, and project the future — so your finances are in your hands.

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How much did I spend dining out vs groceries last month?
Arlo

Dining out: $634 · Groceries: $381. You're spending 40% more eating out than cooking at home.

May · spending comparison

$634
Dining Out
$381
Groceries

Up and running in 3 minutes

No bank login. No app to download. Just a CSV.

1

Export from your bank

Download a transaction CSV from Chase, Ally, Wells Fargo, or any bank. Takes 30 seconds.

2

Upload to Arlo

Arlo scrubs your data — account numbers and personal info removed before anything is analyzed.

3

Ask anything

How much did I spend on food? Am I on track for retirement? Get answers in plain English.

Your data stays yours

No bank login. Ever. You export a CSV from your bank and choose what to share. Account numbers and personal names are stripped before anything is analyzed.

Charts on demand

Ask for a chart, get one instantly. Bar, line, pie — Arlo picks the right format and you can pin anything to your dashboard.

It knows your full picture

Upload once, tell Arlo your salary, 401k, goals. It keeps everything and gets smarter the more you share.

Simple pricing

14-day free trial. Cancel any time.

$12/month

After free trial

  • ✓ Unlimited AI conversations
  • ✓ Chart & table generation
  • ✓ Pin anything to dashboard
  • ✓ CSV import (all banks)
  • ✓ Permanent data memory
  • ✓ Plaid sync (coming soon)
Start free trial →