1. Connect your financial accounts
Start by connecting the accounts you want Rankk to include. This may include:
- Checking and savings accounts
- Credit cards
- Loans
- Crypto wallets
- Investment accounts
- Retirement accounts
For example, you may have a checking account at one bank, a credit card at another, and an investment account somewhere else. Rankk brings those accounts together so you can understand your finances without checking several different apps.
Learn how to connect a financial account.
2. Rankk organizes your information
After your accounts are connected, Rankk securely receives the available information from your financial institutions and organizes it into one clear financial picture.
- Account balances
- Income
- Spending
- Transactions
- Investments
- Assets and debts
- Bills and subscriptions
Rankk uses this information to help you understand what you have, what you owe, where your money is going, and how your finances are changing.
3. Turn your information into useful tools
Once your financial picture is connected, Rankk uses it to power tools built around your real finances. These tools can help you understand what is happening and decide what to do next.
Understand your spending
See where your money is going, which categories cost the most, and how your spending changes over time.
Rankk may show that your dining spending increased this month or that a subscription recently went up in price.
Manage your monthly budget
Create a budget, prepare for upcoming bills, manage monthly spending, and see how much may be safe to spend.
Rankk can help you understand how much money remains after this month’s bills and budgeted expenses.
Explore your financial future
Compare how saving, investing, paying down debt, changing income, or making a major purchase could affect your future.
Rankk can show how different assumptions may change your projected net worth over time.
Track your financial progress
Follow your net worth, savings, investments, debt, and other parts of your financial life over time.
Rankk can help explain a change caused by new savings, a debt payment, or an investment gaining or losing value.
See where you stand
Use your Rankk percentile to understand how parts of your finances compare with people in a similar group.
Your comparisons can show where you are doing well and which areas may need more attention.
The more Rankk understands, the more it can help
You are in control of which accounts you connect. Connecting more of your financial life gives Rankk a more complete picture, which can make your totals, insights, monthly budgets, financial forecasts, rankings, and AI answers more useful.
You can reconnect or remove an account at any time.
Learn more about managing connected accounts and how Rankk protects your data.