The budgeting app that is
family-first

Help your family track money, set savings goals, see the big picture — all in one smart app. Sign up today for early access, financial wellness tips and more.

Coming this fall.

a mother and son on a laptop

Budget together

Manage or co-manage your family’s accounts in one place to meet goals that work for all.

Build savings

Create a plan for success that everyone can follow together to achieve financial wellness.

Set family goals

Prepare for college, retirement, extended care — and be ready for whatever life has in store.

Track your finances

Connect every banking account and investment.View your finances as a family — all in one place.Monitor your parents’ bills, help your kid learn to save, all within one app.a screenshot with a list of budget categories on the Firstly budgeting app

Save your money

Forecast your bills and expenses.Make better spending decisions.Build your emergency fund.a screenshot with a budget and cashflow overview on the Firstly budgeting app

Plan your future

Learn the best ways to pay for college.Set goals for retirement savings — and start meeting them.Get your parents involved in long-term planning.a screenshot with a projected spending graph on the Firstly budgeting app
a screenshot with a list of budget categories on the Firstly budgeting app

The Firstly App

The Firstly App — Coming This Fall

Coming This Fall

club sandwich podcast logo

Listen to Our Podcast!

Are you providing care or support to your kids and your parents? Then you are part of the club! Club Sandwich, Firstly’s weekly podcast, shares stories of people living in the Big Squeeze, sandwiched between kids and parents and trying to make it all work. Listen in for advice and strategies ready-made for you, the Sandwich Generation.

View all episodes →
Simple & Collaborative
Family Money Tools