Household finance, clearly organized

Know where your household stands.

BaerVault brings spending, accounts, budgets, goals, and investments into one calm workspace built for your whole household.

Secure sign-in with Google and MFA

DashboardHousehold overview
Monthly spendingTransactions
$2,184 left$7,500 budgeted
Net worthAccounts
Assets$184,420
Debts$18,240
Transactions to reviewView all
City MarketGroceries−$84.27
PayrollIncome+$3,120.00
Electric Co.Utilities−$96.18
Top categoriesView all
Home$1,420
Food$816
Travel$392
One household viewShare the same numbers, goals, and financial plan.
Private by designHousehold records are isolated with secure access controls.
Built for decisionsSee what changed and know where your attention belongs.
9connected workspaces
1shared household view
Light + darktheme support
Desktop + mobileresponsive layouts

Everything has a clear place

A complete financial picture without the clutter.

Each workspace answers one understandable question, while the dashboard connects everything into a useful household overview.
SpendingReview transactions and monthly activity.
BudgetsPlan categories and understand what remains.
InvestmentsTrack holdings, allocation, and long-term growth.
AccountsNet worth
Household total$166,180.00Updated today
Household checkingCash$8,420.00
Emergency savingsCash$12,600.00
Joint brokerageInvestments$37,817.00
Home loanDebt−$18,240.00

One system, clearly divided

Every important part of the household picture.

Each area has a specific purpose, consistent controls, and a direct path back to the overview.

Accounts

See cash, credit, debt, and investment accounts in one organized view.

Transactions

Review household activity with clear merchants, categories, and amounts.

Budgets

Plan monthly categories and see what remains before spending gets away from you.

Investments

Understand holdings, allocation, performance, purchase lots, and projections.

Goals

Turn future plans into visible targets with measurable household progress.

Household

Give the right people one shared financial picture without mixing households.

How it works

From setup to a useful household routine.

01

Create your household

Sign in securely and create the private workspace your records belong to.

02

Add what matters

Start with accounts, a monthly budget, goals, or the investments you already own.

03

Review together

Use the dashboard to see changes, priorities, and progress in one place.

Why not just a spreadsheet

Built for a household, not one person's habit.

BaerVaultA shared spreadsheet
One household view instead of one spreadsheet per person
Budgets, accounts, goals, and investments in one workspace
Bank sync so balances stay current automatically
Built specifically for shared household finances
Someone has to remember to update it every week

Pricing

Free while BaerVault is in early access.

No trial countdown, no card required. We will tell you plainly before that ever changes.
Early access$0per household, for now
  • Unlimited accounts, budgets, and goals
  • Shared household workspace
  • Bank sync via Plaid
  • Investment tracking
  • Light and dark themes
Create your free account

Questions

Before you connect anything.

Is BaerVault free right now?

Yes. BaerVault is free while it's in early access. We'll be upfront before that ever changes.

How does bank connection work?

Account syncing runs through Plaid, the same connection layer used by most major finance apps. BaerVault never sees or stores your bank credentials.

Can my partner or household see the same data?

Yes — that's the point. Invite your household and everyone sees the same accounts, budget, and goals, isolated from every other household on BaerVault.

Is my data actually private?

Your household's records are isolated with Supabase row-level security and protected behind Clerk authentication with MFA support. See the Security section below.

Do I have to connect a bank account to use it?

No. You can track accounts, budgets, and goals manually, and connect a bank later if you want balances to update automatically.

What happens to my data if I stop using BaerVault?

It's yours. You can export or delete your household's records at any time from Settings.

Shared without becoming exposed

Your household is the security boundary.

Protected identityClerk handles secure sign-in, MFA, and membership.
Household-isolated recordsSupabase row-level security keeps data in the correct household.
Clear ownershipMarket services provide prices; BaerVault stores what your household owns.

Start with a clearer view

Bring your household finances into one place.

Create account Try the demo first