Steve gives you actionable insights based on your real-time data, helping you make better decisions without the financial advisor price tag.
Set your financial goals, like paying off debt, buying a home, or building an emergency fund, and Steve tracks your progress every step of the way.
Not just another budgeting app—Steve helps you plan for the life you want, whether that’s early retirement or simply less financial stress.
Review and categorize your spending to stay intentional and spot waste fast
Automatically track your assets, debts, and overall financial progress
Get AI-powered tips to cut unnecessary expenses and save more each month
Build a budget that adapts to your priorities—without the spreadsheets or stress
Hit your savings goal? Steve celebrates with you—because progress deserves praise
Steve helps you automatically build a budget based on your income, priorities, and habits—so you can save more without spreadsheets.
Steve highlights your top spending areas and celebrates wins along the way. Insight turns into action, effortlessly.
Steve uses the same bank-level encryption as apps like Robinhood and Venmo, with read-only access to your accounts via Plaid.
Get started by answering a few quick questions — what you’re working toward, what you care about, and how confident you feel about money.
Securely link your banks and credit cards to get the full picture. Steve uses bank-level encryption and read-only access via Plaid, the same tech trusted by apps like Venmo.
With your accounts connected and goals set, Steve gives you tailored insights, tracks your progress, and helps you stay on course, without the advisor price tag.
Steve has completely changed how I manage my money. The AI gives me clear, personalized insights that actually help me stay on track with my financial goals.
Steve has helped me manage my money better than ever. By reviewing my transactions and setting savings goals, I finally understand my finances and am on track to save for my next big trip.
I used to use my dad’s friend as a “financial advisor” and it would take 3 business days to get him on the phone on top of paying a few hundred dollars. Now I have a smarter, cheaper, readily available options for my personal needs.
With Steve, I have a smart, reliable way to evaluate my options—whether it’s where to put a bonus, how big a car payment I can afford, or where to stash extra cash. It’s like having a personal advisor, minus the cost.
Being able to quickly assess how much I spend on certain things, compared to how much I’m saving, as well as demystify some of the financial process, has been an invaluable tool for me.
The spending insights are super helpful, and the app’s intuitive design makes navigating budgets and setting priorities feel effortless. It's like having a personal finance coach in your pocket.
Steve has completely changed how I manage my money. The AI gives me clear, personalized insights that actually help me stay on track with my financial goals.
Steve has helped me manage my money better than ever. By reviewing my transactions and setting savings goals, I finally understand my finances and am on track to save for my next big trip.
I used to use my dad’s friend as a “financial advisor” and it would take 3 business days to get him on the phone on top of paying a few hundred dollars. Now I have a smarter, cheaper, readily available options for my personal needs.
With Steve, I have a smart, reliable way to evaluate my options—whether it’s where to put a bonus, how big a car payment I can afford, or where to stash extra cash. It’s like having a personal advisor, minus the cost.
Being able to quickly assess how much I spend on certain things, compared to how much I’m saving, as well as demystify some of the financial process, has been an invaluable tool for me.
The spending insights are super helpful, and the app’s intuitive design makes navigating budgets and setting priorities feel effortless. It's like having a personal finance coach in your pocket.
Steve has completely changed how I manage my money. The AI gives me clear, personalized insights that actually help me stay on track with my financial goals.
Steve has helped me manage my money better than ever. By reviewing my transactions and setting savings goals, I finally understand my finances and am on track to save for my next big trip.
I used to use my dad’s friend as a “financial advisor” and it would take 3 business days to get him on the phone on top of paying a few hundred dollars. Now I have a smarter, cheaper, readily available options for my personal needs.
With Steve, I have a smart, reliable way to evaluate my options—whether it’s where to put a bonus, how big a car payment I can afford, or where to stash extra cash. It’s like having a personal advisor, minus the cost.
Being able to quickly assess how much I spend on certain things, compared to how much I’m saving, as well as demystify some of the financial process, has been an invaluable tool for me.
The spending insights are super helpful, and the app’s intuitive design makes navigating budgets and setting priorities feel effortless. It's like having a personal finance coach in your pocket.
Learn how to effectively invest your HSA account to maximize your health savings. This guide covers everything from the basics of HSA investments to advanced strategies for securing your financial health future.
Steve helps you take control of your money, one small step at a time. No guilt. Just progress.