Features
Everything Cashfield works out for you
Connect your accounts once. Then each screen answers one question: how this period is going, where the money went, what repeats, and what happened on a given day.
Overview
Is this month ahead or behind?
Overview opens on one card: the money that came in, the money that went out, and the difference between them, your cashflow. A line underneath shows how the month got there, day by day.
Choose another period at the top: last month, this year, or dates you pick. Open Money In to see the pay and refunds behind it, or Money Out to go straight to Spending.
Paying a credit card is in neither half. The purchases were counted when you made them, so settling the card is not a second time the money left.
Spending
Your pace against last month
Spending shows what you have spent so far and how it compares with the same days of the period before, so the middle of a month is never measured against a whole one.
Your running total is drawn against the last period's. The space between them is green where you had spent less by that day and red where you had spent more. Hold a finger on the chart to read any day.
Wondering why? Ask from the card, and the answer comes from your own transactions.
Categories
Where it went, down to the shop
Every category shows its share of your spending and how it moved. Open one to see the kinds of spending inside it, like groceries or coffee shops, and the shops you paid.
Compare periods puts two periods side by side, including categories you spent on in only one of them. Who you paid lists every shop, largest first, with a search.
Narrow the whole screen to one account, one category or an amount range with Filters, and every figure on it describes the same set of transactions.
Recurring payments
Subscriptions and bills, found from your own transactions
Cashfield looks for charges that repeat on a rhythm, such as monthly, every three months or yearly, and lists each with what it costs and when the next one is expected. The estimate at the top says roughly what they cost together each month.
When a charge stops arriving, Cashfield asks Still paying for this? and your answer settles it. Something it missed? Add a recurring payment from a charge you already have.
Next dates are expected, never due: Cashfield sees your transactions, not your contracts, and never moves money.
Transactions
Every transaction, sorted and searchable
Search by name, category or amount. Filter by type, status, date, amount, account or category, and the total of what matches is added up for you.
Wrong category? Fix it once and Cashfield files that shop the same way from then on, or change just that one. Leave a charge out of your spending, like a work trip you were paid back for, and it still counts in your cash flow.
Add transaction records cash and anything else by hand: money out, money in, a refund or a transfer. When the same charge seems to appear twice, Cashfield points it out and lets you decide.
Ask
Ask about your own money
Ask from where you are: why spending is lower this month, what a subscription has cost this year, which shop took the most. Up to 190 questions a month on the Personal plan.
Every figure in an answer is calculated by Cashfield from your transactions. The AI only writes the sentence around it.
Nothing is sent to the AI provider, OpenAI, until you allow it, and it never sees your bank login.
Ask answers from your own records. It won't guess at prices, markets or anything else it can't see.
Numbers you can trust
Built so the numbers add up
Cashfield decides what counts as spending from what each transaction is, not from its sign or its category.
Card payments count once
Paying off a credit card isn't new spending. The purchases were already counted when you made them.
Transfers need both sides
Money moved between your own accounts leaves your totals only when both sides of the move match.
Refunds come off spending
A refund lowers what you spent in that category instead of showing up as income.
You decide what counts
Leave a charge out of your spending and it still counts in cash flow, because the money still left.
Made for the US and Canada
Two currencies, never mixed
US and Canadian dollar accounts each keep their own totals. The currency you choose is shown first, and the other is a tap away.
Your language
English with US or Canadian spelling, French or Spanish, chosen in the app rather than taken from your phone.
Private in public
Hide amounts masks every figure on every screen until you turn it off. Eight themes, in light and dark.
One plan, every feature.
US$9.99 a month in the US and CA$12.99 in Canada, after a 7-day free trial.