Crbit
Open siteLegal & Finance
Introduction
Personal finance app for budgeting and expense tracking.
Crbit Product Information
Crbit: Most Advanced Personal Finance App
Crbit is a comprehensive personal finance app designed to help individuals, families, and small teams collaborate on budgeting, tracking, and planning finances. It combines multi-person collaboration with advanced analytics, seamless receipt organization, and cross-institution connections to provide a holistic view of money management.
Overview
- Collaborate with family, partner, or business to review expenses, plan goals, and manage shared finances.
- Track accounts, spending, budgets, and transactions with a clear, tailored view for individuals and groups.
- Monitor balances and activity for elderly relatives or children via a simple one-time link.
- Personal AI assistant (Wally) offers insights and will automate financial tasks in the future.
- Flexible pricing with a free tier and a Premium option to unlock deeper features.
Key Benefits
- Collaborative budgeting and spending reviews with loved ones or teammates.
- Customizable views for personal, couple, family, and business needs.
- Quick organization of receipts and digital records for auditability.
- Shared expense tracking with notes and split payments.
- Visual insights to drive smarter, data-driven decisions.
How It Works
- Connect Institutions: Link your financial accounts from multiple institutions for a unified view.
- Collaborate: Invite family members or colleagues to view, comment, and edit budgets and plans.
- Track & Analyze: See balances, transactions, and category-level spending with advanced analytics.
- Receipts & Records: Upload or auto-import receipts; keep them organized and searchable.
- Plan & Goals: Set personal or shared goals and monitor progress together.
Core Features
- Cross-institution account connections for a unified financial picture
- Collaborative budgeting and joint financial planning
- Advanced analytics with actionable spending insights
- Multiple profiles (Couple, Business, Dependent, Family) for tailored access
- Receipt capture, organization, and export of financial data
- Shared expense tracking with notes and split transactions
- Quick view of recurring/subscription charges to stay ahead of renewals
- Visualizations to compare spending across categories and between partners
- Customizable categories and transaction management
- Free tier plus Premium plan with expanded capabilities
Plans & Pricing
- Free: $0 / month – Entry-level access to core features
- Premium: $4.99 / month – Elevates analytics, advanced exports, multiple profiles, and enhanced collaboration
- Limited-time offer: Use promo code CRBIT2025 to get 3 months free for early adopters
Safety & Privacy
- Security-focused data handling with institution-linked accounts
- Receipts and financial data organized locally within your account
- Clear privacy policy and terms of service available for review
FAQ Highlights
- How does Crbit ensure security of financial data? (Security measures and data handling in policy)
- How can I collaborate with others using Crbit? (Invitations, role-based access, shared views)
- How are recurring charges managed? (Subscription tracking and alerts)
- Can I view personal, couple/family, and business accounts separately? (Profile-based views)
- How does Crbit help store and manage receipts? (Capture, organize, export)
Getting Started
- Download Crbit App
- Create your account and set up your first shared budget
- Connect your accounts and invite collaborators
- Start tracking, budgeting, and planning together