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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.
AccountsTransactionsBillsBudgetsInsightsBuilt 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.
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Clear financial insights
Understand cash flow, spending categories, budgets, net worth, recent activity, and upcoming obligations.
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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.
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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 and recurring expenses
Keep upcoming payments visible.
Track monthly bills, due dates, payment status, recurring schedules, notes, and transaction activity from one focused workspace.
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Due, paid, remaining, and overdue views
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Manual bill management and matching
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Money View and Data View
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