Form cover
Page 1 of 1

Balance Early Access

Email

This email will only be used to send you an invite to Balance. No spam or marketing emails, ever.

Care to share a little more? (optional)

It would help a great deal to understand a little more about how you manage your finances now. Nothing sensitive 🙂

What accounts do you currently own?

What accounts do you currently own?

Are you currently using any app to manage your finances? If yes, which one? (select all that you use)

Are you currently using any app to manage your finances? If yes, which one? (select all that you use)
A
B
C
D
E
F
G

What are you looking for in a new personal finance app that your existing apps do not not solve?

How well would you say you understand your finances?

To help understand, try answering questions like How much money am I spending on restaurants every month?, or Do I have enough savings to cover my expenses for the next 6 months and what will it take for me to get there? or How long will it take for me to pay my credit card debt without incurring additional interest charges?

How well would you say you understand your finances?
A
B
C

As an early-access user, will you be comfortable connecting your bank accounts to Balance?

Connecting your bank accounts allows Balance to pull transaction data from Plaid. This is a secure process and Balance does not store any of your banking credentials in the system. To know more about security, read the Security Overview. As aways, if you have any questions, shoot me an email at [email protected].
As an early-access user, will you be comfortable connecting your bank accounts to Balance?
A
B

What country are you based in?

Balance will initially launch in the US and then expand to more countries.

Anything else you would like to add? (optional)