SEE IT
Less wondering
where it went.
Review transactions and spending categories. Keep bills and subscriptions on the calendar.
Transactions · Spending · BillsEveryday money, with a little more clarity.
Know what’s coming in, what’s going out, and what you’re working toward. Give your next money move a place to start.
Explore with sample data. No bank connection needed.
Your money has a lot of moving parts. Bring your accounts, everyday spending, and upcoming bills into one view.
SEE IT
Review transactions and spending categories. Keep bills and subscriptions on the calendar.
Transactions · Spending · BillsPLAN IT
Set a savings target. Compare debt payoff approaches using the balances and payments you enter.
Savings goals · Debt payoffCHECK IN
Ask Nova about your records. Review suggested categories and goals before choosing what to save.
Ask Nova · Plan & AI toolsStart where you are
Try it out before making it part of your routine.
How Northwise handles your dataChoose “Continue without account” in the app to explore sample records. Local mode keeps your financial records in that browser.
Use an account when you want your saved cloud records available across devices. Local records stay separate.
Export your data from Settings. Use privacy masking when you want to hide amounts on screen.
A few things to know
No. You can explore sample data and enter records manually. Bank connections are optional. During the closed test most accounts connect to Plaid’s sample bank, and a small number of invited testers can link one real bank. Real bank access is not generally available yet. How bank connections work
Yes. Open the app and choose “Continue without account.” Your local records stay in that browser, so export a copy before clearing browser storage or changing devices.
It helps explain the records you provide and can suggest categories or goal drafts for you to review. Local mode uses on-device rules. In signed-in mode, service responses use a financial summary and your conversation. AI answers can be mistaken; check the details before acting.
No. Northwise helps you track records and explore plans. Saving a goal or debt plan does not transfer money, make a payment, or change a bank balance.
The Help centre walks through every screen, from the first three minutes to privacy controls and fixes for common problems.
Your accounts and saved records live in the separate Northwise app. Use “Open app” to sign in or continue on your device.
A small check-in can be a good start.