Private Beta

Welcome to BalanceHelm

Review spending, recurring charges, and investment history from your CSV exports.

Private Beta Access

Enter beta code

This build is currently limited to invited testers. Enter the shared beta code to continue.

What happens next

  1. Create or update your profile
  2. Upload a bank/card or brokerage CSV
  3. Preview rows before import
  4. Review transactions, recurring charges, or imported investment positions
  5. Leave feedback in the app