Budget Planner: Saveo

Saveo is a Budget Planner tool that helps users in the US and Canada manage personal finances. It connects to bank accounts, tracks expenses, and provides AI-powered insights for smart budgeting.

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At a glance

Pricing

Paid

Free tier

Yes

API

Skill level

Non-technical

About

What is Budget Planner: Saveo?

Saveo is a smart budgeting and personal finance app designed for individuals in the United States and Canada. It allows users to connect all their bank accounts from major institutions via secure Plaid integration, enabling automatic expense tracking and categorization. The app offers AI-powered insights to help users create intelligent budgets with spending limits, track financial goals, and monitor progress. With features like real-time transaction alerts, detailed spending analytics, and cross-platform sync between iOS and Android, Saveo aims to simplify money management and foster better financial habits. It also prioritizes security with 256-bit AES encryption and biometric authentication.

Best used for

Ideal for individuals in the US and Canada who need to automatically track their spending, create intelligent budgets, and monitor their financial goals. Especially valuable for those seeking AI-powered insights and secure bank integrations to build better financial habits.

Common actions

track expenses

create budgets

monitor spending

manage finances

analyze financial habits

Androidmobile_app

Capabilities

Key features

Bank account integration
AI expense categorization
Smart budget creation
Financial goal tracking
Real-time transaction alerts
Spending analytics
Biometric authentication

Target Audience

individuals seeking to manage personal financesbudget-conscious consumersanyone looking to track spending and financial goals

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

What banks does Saveo support for integration?

Saveo supports over 12,000 financial institutions across the US and Canada via Plaid. This includes major banks like Chase, Bank of America, Wells Fargo, RBC, TD, Scotiabank, BMO, and CIBC, as well as credit unions and online banks.

How much does Saveo cost and is there a free trial?

Saveo offers a monthly plan at $12.99 USD or $12.99 CAD, and an annual plan at $59.99 USD. Yes, Saveo provides a free trial for new users to explore all features before committing to a subscription.

Is Saveo available on both iOS and Android devices?

Yes, Saveo is available for download on both iOS (App Store) and Android (Google Play). Your account and financial data sync seamlessly across all your devices, allowing you to manage your finances on your preferred platform.

How does Saveo ensure the security of my financial data?

Saveo employs 256-bit AES encryption, biometric authentication (Face ID, Touch ID), and certificate pinning. It uses a zero-knowledge architecture and never stores your banking credentials, handling connections securely through Plaid. Saveo is also PIPEDA and US privacy law compliant.

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