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Refresh.me

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind.

★ 1.7 average rating

Paid • ProprietaryOnlineSoftware as a Service SaaSBy Refresh.me, Inc.

About Refresh.me

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. Sync all of your bank accounts in one place Refresh.me integrates with over 12,000 banks and institutions, making it easy for you to see a clear view of your entire financial landscape. Stay on top of your spending See a breakdown of all your transactions in once place. We'll notify you if you're spending more than usual, so you can stay on track with your financial goals. All of your investment holdings in one place Connect your investment accounts to know how your portfolio is performing, all consolidated into one view for the full picture. Track your historical performance and allocation. Superpowered insights By bringing your account balances, transactions, investments, and credit together in one place, Refresh.me gives you insights you simply won't get anywhere else. More than budgeting and investments Managing your financial health means staying on top of your credit score, protecting your identity, and managing your online privacy. We do it all. Credit report and score: Access your complete credit report and history. Receive daily updates and important alerts. Identity theft protection: Comprehensive identity theft protection with $1M of insurance and white glove restoration. Privacy management: Data brokers sell your personal details online. We stop them, and remove your information for you.

Key Features

  • ✓Cash Flow Analysis
  • ✓Bank integration
  • ✓Ad-free
  • ✓Built-in AI Assistant
  • ✓Expense Tracking
  • ✓Investment Tracking

Frequently asked questions

What is Refresh.me?

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. It is listed under the Paid • Proprietary license model in the SaaS Lenz directory.

Is Refresh.me free to use?

Refresh.me is listed as Paid • Proprietary in our directory. Pricing and plan details can change, so check the official website for current terms before committing.

What platforms does Refresh.me run on?

Refresh.me is available on Online, Software as a Service SaaS, so you can use it across the devices your team already works with.

Who develops Refresh.me?

Refresh.me is developed by Refresh.me, Inc.. You can find more background and documentation on the product's official website.