Searching for the best finance software to simplify every aspect of your money management? Refresh brings all your accounts, transactions, investments, and credit data into one intuitive dashboard. With seamless integration across 12,000+ banks and institutions, Refresh offers the clarity and control you need—Get 40% OFF Refresh annual plans Today and start mastering your finances.

All-in-One Financial Dashboard

Refresh syncs checking, savings, credit cards, loans, and investment accounts in real time. No more logging into multiple portals—just one clear view of your entire financial landscape.

• Account balance snapshots
• Automatic transaction categorization
• Custom tags and filters for easy tracking

Intelligent Spending Insights

With advanced analytics, Refresh highlights spending patterns and alerts you when you exceed typical budget thresholds. Customize monthly goals and receive timely notifications to stay on track.

• Visual breakdown of expenses by category
• Real-time overspend alerts
• Trend comparisons month over month

Investment Performance & Allocation

Aggregate all your brokerage, retirement, and crypto accounts to monitor performance in one place. Refresh calculates historical returns, asset allocation, and risk metrics so you can fine-tune your portfolio.

• Portfolio value trends and charts
• Allocation breakdown by asset class
• Dividend and income tracking

Credit Monitoring & Identity Protection

Refresh goes beyond budgeting and investments. Access a full Equifax credit report, receive daily updates from all three bureaus, and guard against identity theft with $1 million in insurance and expert restoration support.

• Monthly Equifax credit report and score
• Daily TransUnion, Experian, Equifax alerts
• White-glove identity restoration service

Privacy Management

Data brokers collect and sell your personal details every day. Refresh actively scans broker sites and removes your name, address, and phone number, giving you peace of mind.

Plans & Pricing

Individual

$12 per month (billed annually) or $20/month

• All core features for one user
• Monthly credit report & score
• Identity and privacy protection

Couple

$22 per month (billed annually) or $35/month

• Shared dashboards for two
• Joint credit and identity monitoring
• Unlimited budgeting categories

Family

$32 per month (billed annually) or $65/month

• Up to six member profiles
• Parental controls on spending
• Comprehensive family privacy management

Why Refresh Is the Best Finance Software for You

Whether you’re an individual, couple, or family, Refresh delivers unparalleled visibility into every dollar you earn, spend, and invest. Enjoy powerful AI insights, one-click reports, and robust security—all in one trusted platform.

Get Started Today

Get 40% OFF Refresh annual plans Today and experience the ultimate in personal financial management. Empower yourself with the tools to save more, invest smarter, and protect your identity—Refresh is the clear choice for anyone seeking the best finance software.