Private beta Personal finance for you and your household

Your money, all in one calm place.

Nana brings every bank, card, loan and investment together, shows where your money goes, and helps you give every extra dollar a job. On iPhone and on the web.

  • Read-only: Nana can never move your money
  • No ads, and your data is never sold
Bank connections through Plaid Encrypted, read-only access Made for households iPhone and web, always in sync

Everything in one app

See it all. Plan it calmly.

Nana does the adding up, so you can spend a few minutes a week on your money instead of an evening a month.

Net worth, live

Every bank, card, loan, investment, home and car in one number, with how each account moves it.

Budgets that fit real life

Fixed bills and everyday spending, yearly costs set aside monthly, and budgets that roll what’s left into next month.

Investments, combined

Your 401(k), IRA, brokerage and stock plans added up: by type, by holding, and how much rides on any one company.

Goals and a safety cushion

Set goals on the accounts you save in. An emergency fund that sizes itself to 3–6 months of your spending.

Alerts that matter

Large purchases, over-budget categories, bank fees, new subscriptions and bills due. Tap one and land right on it.

Extra money, put to work

A bonus or a good month? Nana suggests a home for it: your cushion first, then your goals, then investing.

Overview

One screen that answers “how are we doing?”

Swipe between net worth, spending, cash, investments, cards and loans. Each tab shows what belongs to it: spending by category, the activity on your cards, every holding in your portfolio.

  • Each account’s share of your net worth, and when it last synced
  • Debts shown as what you owe, so paying down looks like going down
  • Leave a child’s account out of your totals, or hide it entirely

Budgets

A plan, not a straitjacket.

Nana starts from what you actually spend and shows what’s safe to spend after this month’s bills. Some budgets start fresh each month; others roll over, so saving for a new laptop builds up on its own.

  • “Safe to spend” after fixed payments and yearly costs
  • A heads-up when spending runs ahead of the month
  • Roll-over budgets, with a one-tap “start fresh”

Investments

Every account, one portfolio.

The same fund in your 401(k) and your IRA shows once, with its full weight. See single stocks, ETFs, mutual funds, bonds and cash as a share of your investments and of your net worth.

  • Performance over any range, with gains since you invested
  • Your biggest single company, so concentration never sneaks up
  • Allocation by asset class at a glance

Extra money

Give every extra dollar a job.

When you earn more than planned, or a month ends with money left over, Nana notices and suggests where it could go. You choose the amounts, move the money in your bank, and tick it off.

  • Emergency fund first, sized to your real spending
  • Then your goals, earliest date first
  • Then long-term investing. General guidance, never pressure

Alerts

Know right away. Tap, and you’re there.

Choose what you hear about and the amount that counts as large. Every alert opens exactly what it’s about.

Household

One picture, for both of you.

Invite your partner with a code. You both see the same accounts, budgets and goals, each from your own login, and either of you can link banks. Decide who can edit and who can only view.

  • Income split by who earns it
  • Alerts go to everyone in the household
  • Leave or remove someone at any time

Privacy & security

Your money stays yours.

Nana is built to look, never to touch. Here’s exactly how.

Read-only, through Plaid

You sign in to your bank through Plaid. Nana never sees your bank password and can never move money.

Encrypted end to end

Encrypted in transit and at rest. Each account can read only its own data, and bank keys never leave our servers.

Passkeys and Face ID

Sign in with a passkey or Apple, and lock the app behind Face ID. Your biometrics never leave your phone.

No ads. Never sold.

We don’t sell your information, show ads, or use your data to market other companies’ products.

Support sees nothing, unless you say so

Need help? Share with support for a few hours, and see every time they looked. Turn it off any time.

Leave whenever you want

Export your transactions, or delete your account and every bit of data in it, right from Settings.

iPhone and web

Same Nana, wherever you are.

Use the iPhone app on the go, and the full Nana in any browser at app.nanafinance.com. Sign in with the same account and everything is already there, kept in step as it changes.

Open Nana on the web

FAQ

Good questions.

Is Nana free?

Yes, Nana is free while we’re in early access. If we add paid features later, we’ll tell you well ahead of time.

Which banks work with Nana?

Nana connects through Plaid, which supports thousands of US banks, credit cards, loan servicers and investment firms. You can also add accounts by hand, plus your home or car.

Can Nana move my money?

No. Nana’s access is read-only. It can see balances and transactions; it can never make payments or transfers. When Nana suggests moving extra money, you do it in your own bank.

Is my data safe?

Your data is encrypted in transit and at rest, each account can only read its own information, and Nana never sees your bank password. We don’t sell data or show ads. The details are in our privacy policy.

Can my partner and I share?

Yes. Invite them from Settings, then Shared household. You each keep your own login and see the same accounts, budgets and goals. You choose whether they can edit or only view.

Is there an Android app?

Not yet. Nana is on iPhone, and the full app works in any browser, including on Android phones, at app.nanafinance.com.

How do I get the iPhone app?

Nana is in beta on iPhone. Create an account on the web today, and you’ll be able to sign in to the iPhone app with the same account as it opens up.

How do I delete my account?

Open Settings, then Data and privacy, then Delete my account. This disconnects every bank and permanently deletes your data and your login.

Start with one calm look at your money.

Free, read-only, and ready in a few minutes.