Features

Use Bernli in English or French with Canadian-focused defaults across the app.

Share one financial workspace with your partner or family, with member and guest access.

Simulate monthly income and expenses. Adjust category averages and see net income and category bar chart.

Set savings goals and track progress. See total saved vs target and progress by category.

Set budgets by category. Compare budgeted vs spent and see remaining amount per category.

Track subscriptions and recurring bills. See monthly and annual cost and distribution by category.

Your financial overview: net income, expenses, income vs expenses chart, and recent transactions.

Track spending with total, daily average, and largest expense. View by category and browse the transaction list.

See total income, daily average, and largest income. Income by category chart and full transaction list.

Full list of all transactions. Filter by date, search, and see category and account.

Connect banks via Plaid. See connected institutions and account balances in one place.

Upload receipts, statements, or CSV files. AI extracts transactions and adds them to your account.

Organize transactions by project. View all projects and open a project dashboard for income and expenses.

Track mortgages and other loans. View monthly payment, remaining balance, burndown chart, and value vs paid.