What's New in Breakfin
We ship fast. Here's what we've been building.
AI Financial Assistant
Introduced Fin, our AI-powered financial assistant. Ask Fin questions about your spending, get personalized insights, and get help understanding your financial trends — all within the app. (Beta)
PWA & Mobile Improvements
Breakfin is now installable as a Progressive Web App on iOS and Android directly from your browser. No app store needed. Push notifications for important account alerts.
Transaction Rules Engine
Set up automatic rules to categorize future transactions. If a transaction from "Whole Foods Market" should always be "Groceries", set it once and forget it.
Multi-User Household Support
Invite your partner or family members to share a Breakfin workspace. See combined spending, budgets, and net worth together.
Budget Rollover
Budgets now support rollover — unspent budget from one month carries over to the next, or you can set them to reset. Your choice.
Investment Account Support
Connect brokerage, 401k, and IRA accounts through Plaid. See your investment balances contribute to your net worth automatically.
Net Worth Tracking
Track your total net worth — all assets minus all liabilities — in one chart. Watch your wealth grow over time.
Custom Categories
Create your own spending categories to match how you actually live. Rename, reorder, and hide any category.