Hapibit Finance Live

Hapibit Finance helps you understand your money across connected bank and credit card accounts. Review cash and credit separately, organize spending, and choose which accounts to share with a group. SEE YOUR FINANCIAL POSITION View available cash, card balances and available credit reported by your connected institutions. Explore estimated 30- and 90-day cash outlooks based on your transaction history and planned events. Forecasts are estimates, and account data may require a refresh. MAKE TRANSACTIONS EASIER TO READ Review income and spending by month, account and category. Add your own transaction notes, adjust categories and create natural-language categorization rules. Optional AI features help categorize transactions, suggest clearer details and identify recurring charges. KEEP PRIVATE AND SHARED VIEWS Keep accounts in your private workspace, or share selected accounts with a group. Invite members and manage their permissions without sharing your account password. CONNECT RECEIPTS WITH GMAIL If you choose to connect Gmail, read-only access helps find relevant receipts, orders and subscription emails and match them to transactions. Relevant email content and transaction context are processed by our AI service to suggest short transaction details. Gmail connection is optional. REVIEW PATTERNS OVER TIME Explore spending trends, recurring transactions and category summaries. Use the cash outlook to compare upcoming income and payments. Planned cashflow events are saved on the device where you enter them. A Hapibit account and an internet connection are required. Bank connectivity is provided through Plaid for supported US institutions; availability and history depend on your institution. AI results and cash projections can be incomplete or incorrect, so review important details. Hapibit Finance is for organizing and reviewing financial information. It does not provide banking, lending, trading, tax or financial advisory services. Privacy: https://finance.hapibit.com/privacy.html Terms: https://finance.hapibit.com/terms.html Support: [email protected]