PLAN · PROTECT · PROGRESS
Know what your money can handle before you spend it.
CashShield combines connected accounts, recurring bills, planned spending, and household income into one forward-looking calendar.
Account-level forecasts · Shared households · Receipt capture · Need vs want rules
BALANCE AFTER THIS MONTH$4,477Your household remains above its $500 buffer.
ONE SHARED VIEW
A calendar built around the money that is actually available.
See which account will pay each bill, when income should arrive, and how a planned purchase changes the weeks ahead.
Cash-flow calendar
Posted activity replaces its matching forecast while future bills and income stay visible.
Smart recurring rules
Handle twice-monthly paydays, flexible posting windows, and custom schedules such as every nine weeks.
Household clarity
Assign accounts and recurring items to each person without losing the combined household view.
Account forecasts
Catch a checking account going negative even when the household total still looks healthy.
Needs vs wants
Use rules to classify flexible spending and turn better choices into visible progress.
Cash and receipts
Record cash, unconnected cards, golf fees, and receipt photos alongside connected activity.
SECURITY
Your calendar sees transactions—not bank credentials.
Plaid handles institution sign-in. Encrypted Plaid access tokens stay in protected server storage, while household permissions limit which signed-in users can access each record.
Server-only Plaid tokensAccess tokens are encrypted and never delivered to a browser or mobile device.
Household access rulesEvery account, transaction, receipt, and forecast is scoped to an authenticated household.
Verified webhooksPlaid webhook signatures and body hashes are checked before a synchronization is queued.
Protected sign-inVerified email and SMS multi-factor authentication are required before household financial data loads.
SIMPLE HOUSEHOLD PRICING
Try the complete planning experience before upgrading.
CashShield Free
$0Manual planning, connected household data, 10 AI receipt scans, and one manual refresh per connected bank every 24 hours.
Start freeCashShield Premium
$2.99 / monthUnlimited receipt scans and manual bank refreshes during early access, plus every Free feature. Bank updates depend on institution availability.
Try PremiumSubscriptions renew monthly until canceled. Premium remains available through the end of a paid billing period after cancellation.