Your membership works on your phone and your computer, with the same numbers on both. This page is the whole tour, and it takes less time to read than a video takes to load.
Open Accounts and connect your bank. Your login goes straight to Plaid and never to us, and every connection is read only, so balances and transactions come in but nothing can move a dollar.
Transactions land within about a minute, then sort themselves by category.
A car loan, a cash stash, a 401k at an old job. Use Add manually and type the balance. Manual and connected accounts sit side by side in the same net worth.
Open Goals and put a real number on where you're headed. You get a progress bar and a finish date built from your actual saving pace, not a guess.
Go to app.officialwealthsyncai.com on a computer and sign in with the same account. The phone is for checking in. The computer is where the heavy tools live.
Your full history in one table. Search, sort, filter, fix a category inline, or change hundreds at once. Every edit has an undo.
Teach it once: anything from "Shell" is Transportation. Every future transaction obeys, and you can apply it backward to your history too.
Envelopes built from what you have actually earned this month, never a projection. Move any category between needs and wants, set caps where it hurts.
Ask anything about your money and get an answer built from your own numbers. No memory, no lectures, no limit on your membership.
Post a milestone and the Wealth Lounge celebrates you by name, live. Small wins count double here.
A complete copy whenever you want it, and a delete button that really deletes. No hostage taking.
Your accounts refresh themselves around the clock, so your numbers are already fresh the second you open the app.
Your AI money companion, living on your phone. Milo checks in like a text message and knows your whole picture. This is the one members talk about.
Brokerages synced, debts with real payoff dates, quarterly reviews, and a finder for the quiet subscriptions eating your income.
All of them live on the Shop tab of your web dashboard.
Your bank login goes to Plaid, the same service major financial apps use, and never touches our servers. Connections are read only. We can see balances, we can never move money.
Hit Sync now on the dashboard. If a bank needs to be reconnected, the Accounts tab shows a Reconnect notice. Camcorder Mode removes this chore entirely.
Yes, same account on both, always the same numbers.
Reply to the email that brought you here, or write to support@officialwealthsyncai.com. A real person answers, usually the guy who built it.