Looking for an Origin alternative?

Goals you can watch grow

Give every plan its own goal, and see it come closer each month.

• Savings goals for an emergency fund, a home, a car, a wedding or education. Choose the accounts the money sits in, and see what you've saved, what's left and how far along you are.
• Add a date, and Stridefly shows about how much to set aside each month to get there.
• Plan a trip as an event: count down the days and save for it, then track what you spend while you're away. When you're back, see what you saved and spent, and move what's left to another goal.
• Paying off a card or loan? Make it a goal and watch the balance come down.
• Milestones along the way, so you see each step toward your target.

A budget that plans ahead

Plan the month ahead, not only look back at where it went.

• Budgets by category, monthly or yearly, with unused money rolling over when you want it to.
• Recurring bills and subscriptions, with what's due this week, a range for what each should cost, and a note when one goes up.
• Rules, splits and bulk edits keep transactions tidy, and transfers between your own accounts aren't counted as spending.
• Once you have a full month of spending, Stridefly suggests a monthly budget from your recent months, which you can use with one tap or replace with your own.
• Set a bigger amount for one month, and cover an overspend from another category without changing your total.

Your portfolio across every account

See everything you own in one place, then plan where it goes next.

• Every position across your brokerage and retirement accounts, with a stock or fund you hold in more than one account added up to one total.
• Your allocation by asset class, targets you set, how far you've drifted, and a rebalance plan with buy and sell amounts. It's arithmetic against your numbers, not advice.
• A watchlist that alerts you when a price reaches your target entry price.
• Your dividends and interest in one Income view, and a Tax Center you can turn on to estimate tax on your gains and dividends using the tax rates you set.
• All your investment activity across every account, in one list.

• Put any holding in the asset class and sub-class you choose, including a 401(k) fund with no public ticker, so your allocation matches what you own.
• One net worth across checking, savings, cards, brokerage, retirement, HSA, 529, your home and your loans.

Read more: Budgeting in Stridefly Net worth in Stridefly Investing in Stridefly

Look around before you pay or share anything

Run Stridefly side by side with the app you use now, and switch when you're sure. When you connect your first bank, you get 30 days free, with no payment details needed: long enough to see a full month of your own bills and paychecks come through. During the beta, everything is free for testers.

Accounts you add by hand or import from files are free for as long as you like. Not ready to add anything? Demo mode loads a sample household, so you can look around first, with no account to make.

Stridefly asks only for what it needs: you sign in with Apple when you link a bank or subscribe, and not before.

Bring your history with you

If Origin lets you export your transactions as a CSV file, you can bring them into Stridefly. Stridefly reads any transactions file with a date, an amount and a description or payee column, flags possible duplicates for you to review, and lists any rows it can't read, so nothing disappears quietly.

Stridefly sorts imported transactions into its own categories and runs your rules on them, so they count in your budget right away. You can also import positions and month-end net worth history from CSV files, so your charts show your past from day one.

Safe and private

You connect your banks through Plaid, which more than 9,000 financial apps use, and you sign in with Apple. Your financial data is saved on your phone and in your own iCloud, not in a database of ours, and you can export a copy whenever you like. How Stridefly keeps your data safe