Useful in the everyday

Less piecing it together.
More seeing the picture.

Start with what helps you today. There’s room for the bigger plans, too.

Zenny Pro

AI Assistant

Explore your financial information with connected AI tools. Zenny’s MCP connection lets compatible assistants work with your data.

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Included in Free

Bank Connections

Connect your bank and credit card accounts via Plaid for automatic transaction sync across all your accounts.

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Included in Free

Budgets

Budget tracking and insights. Set limits by category, track spending, and see where your money goes.

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Zenny Pro

Financial Planning

Goals, debts, and a strategy dashboard. See where you stand and where you're headed.

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Zenny Pro

Investment Portfolio

Portfolio view, holdings by account, and gain/loss tracking. See your investments in one place.

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Zenny Pro

Assets & Liabilities

Assets vs liabilities breakdown and net worth by account type. Get a clear picture of your balance sheet.

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Keep your records together

Receipts & records

Capture the details now, so there’s less to track down later.

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