🏦
Connected accounts
Connect eligible institutions through Plaid and choose the individual accounts you want SiftIQ Money to import.
Private personal finance for Windows
Your money.
Finally clear.
SiftIQ Money brings your accounts, transactions, bills, budgets, subscriptions, and financial insights into one secure, local-first experience designed for Windows.
Secure Plaid connectionsWindows Hello readyLocal-first design
One clear dashboardSee what matters at a glance.
AccountsTransactionsBillsBudgetsInsightsBadgesBuilt for Windows
Everything in one place
Personal finance without the clutter.
Review your full financial picture while keeping control of the accounts and information you choose to connect.
📊
Clear financial insights
Understand cash flow, spending categories, budgets, net worth, recent activity, and upcoming obligations.
🔒
Local-first privacy
Designed to minimize unnecessary server-side storage and keep your personal finance experience under your control.
Your financial command center
Know where your money stands.
The home dashboard gives you a fast, useful view of the numbers that matter most without making you dig through spreadsheets or disconnected apps.
✓
Net worth, income, and spending
See core financial health metrics immediately.
See core financial health metrics immediately.
✓
Cash flow and spending categories
Spot trends and understand where money is going.
Spot trends and understand where money is going.
✓
Budgets, transactions, and upcoming bills
Stay aware of what has happened and what is coming next.
Stay aware of what has happened and what is coming next.
Bills, payments, and secure account access
Manage every bill from one complete workspace.
See what is due, what has been paid, what remains, and what is safe to spend—then manage the details without bouncing between apps.
✓
Upcoming cash-flow guidance
Review the next seven days and your safe-to-spend amount.
Review the next seven days and your safe-to-spend amount.
✓
Recurring bills and payment history
Track schedules, status, autopay, reminders, payment methods, and prior payments.
Track schedules, status, autopay, reminders, payment methods, and prior payments.
✓
Protected login details
Store credentials locally with Windows DPAPI and verify access using Windows Hello.
Store credentials locally with Windows DPAPI and verify access using Windows Hello.
Due dates and account access—together.
Search and filter your bills, edit every important detail, open the provider website, and keep the related login available only after secure verification.
Progress you can feel
Turn better money habits into achievements.
SiftIQ Money celebrates meaningful milestones with collectible badges and a polished unlock experience that makes progress feel rewarding.
✓
Milestone-based badges
Earn recognition for budgeting, saving, healthy balances, and reaching goals.
Earn recognition for budgeting, saving, healthy balances, and reaching goals.
✓
Cinematic achievement unlocks
The screen dims as your new badge grows into view.
The screen dims as your new badge grows into view.
✓
A collection that grows with you
Revisit earned badges and see how far your financial habits have come.
Revisit earned badges and see how far your financial habits have come.
Your financial picture. Your control.
SiftIQ Money combines connected account data, practical money tools, and optional intelligent insights in a polished Windows application built around privacy, clarity, and ease of use.
askfutureproof@outlook.com