Meet Your Family Financial Goals with Firstly

Coming this fall, the first family financial wellness app!

A man and woman look at the Firstly financial app on their mobile phone together

At FirstlySM, we know that family goals are how we define and celebrate our lives. And the Firstly app is the first family budgeting app that makes financial planning easier for everyone. 

With our flexible money management features — including a two-person collaborative mode — the Firstly app reduces family stress and improves financial outcomes. 

We're here to help you and your family build a solid financial foundation — and thrive — together, whether working in the app with your spouse, your parents or your kids. Our unique set of tools help you see the big picture and build that big future. 

Here are some of Firstly's tools and functions:


See all your accounts in one place

With Firstly, you can see every bank account in one place and always have the big picture at your fingertips. You decide which accounts you want to include: checking and savings accounts, credit cards, investment accounts, mortgages and car loans, and more.

Having all essential accounts in one place makes it easier for you to track spending, pay bills and set and achieve big financial goals. With the Firstly app, you can build a solid financial foundation your family can depend on. And we work with the highest, bank-level security available, so your information is safe and protected.

Enter your email address below to join our waitlist and be alerted when we launch!




Use Firstly on your phone and your computer

Now you can see the big picture on a big screen since Firstly is available in both mobile and desktop versions — each with the same tools and views. So whether you're tracking spending on the go or sitting down to dig into your finances and make long-term plans, Firstly is there with the information you need, wherever you need it.

You can pay and schedule bills, review spending trends, check in on your savings goals, analyze your net worth and so much more. 


Save easily and automatically 

Set savings goals for yourself or with another member of your family using the Firstly app's simple savings interface and watch your money automatically accrue toward your goal. 

Whether you are saving for college, retirement, vacations or something else entirely, Firstly will help you get there. Simply name your savings goal, set your savings rule and Firstly will automatically do the rest. All you have to do is watch as you reach your savings goals. 

Firstly's savings are FDIC-insured up to $250,000, so you have peace of mind as well.


Other features in the Firstly app:

• Firstly supports more than 10,000 financial institutions, so you can sync all your individual and household accounts in one place. 

• Create custom budget categories to track your spending the way you want to see it.

• Search categorized transactions across all of your accounts and add comments and reactions to share with your family members.

• Never miss a bill by using Firstly's automatic bill alert, which will send you reminders and keep track of what's been paid.

Sign up below to join our waitlist and be among the first who are given access when we launch!



All of this is coming soon!

The Firstly app will be coming to your mobile phone and desktop in early fall. Be sure you've signed up for our Waitlist so you can be among the first to download Firstly!

Firstly is the budgeting app that is truly family first.