Rook Budgeting and Financial Planning

Take control of your financial life. Having the right tools is essential. Our budgeting, planning and guidance will help put you on the road to financial wellness.

Secure - Bank grade security.

Convienient - All your accounts at your fingertips.

Powerful - Run your financial world on the go.

Your Financial Dashboard

There's no shortage of apps. Chances are you have plenty of them. Your checking, mortgage, a couple credit cards - maybe a student or auto loan.

Rook aggregates all your accounts data so you have one dashboard that lets you see your financial picture in one easy to use snapshot.

Secure - Bank grade security.

Convienient - All your accounts at your fingertips.

Powerful - Run your financial world on the go.

Powerful Budgeting

The foundation of your financial wellness is understanding where your money goes. It stands to reason — you must know where your money is spent before you ensure you make more than you spend.

With Rook's monthly budgeting feature, you can check in anytime and with a couple taps see where you are in your monthly goals and limits.

Fast - build a categorized budget quickly and easliy with Rooks budget building tools.

Informative - See how you stand quickly and then get back to your day.

Easy - Rooks budget generation feature will help you get started quickly and easily. Based on your previous spending habits, Rook can build a budget to start working with. You may be surprised where your money goes.

Flexible Spending Trackers

Despite the best planning, life changes fast. Keeping tracker of spending that doesn't fall neatly into your monthly budgets.

Whether it's tracking spending for a vacaton or home remodel or keepng track of business expenses for reimbursement, Rooks Spend Trackers are a great way to factor life's extras into your holistic financial wellness.

Flexible - Track all spending or just a couple categories - it's up to you.

Instructive - want to know how much that coffee or smoothy sets you back a month? Set a tracker be aware.

Comprehensive - Like all of Rook's features, track your spending across accounts. Withdrawls from checking and a couple credit cards? No problem, Rook cand aggregate and integrate them all for powerful spending tracking.