Private beta Welcome to BalanceHelm

Private Beta Access

Already have an account?

Sign in with the email you used before. You do not need to enter the beta code again.

First visit? Enter your beta code

This build is currently limited to invited testers. Enter the shared beta code once, then verify your email to create your account.

What happens next

  1. Create or update your profile
  2. Upload a bank/card or brokerage CSV
  3. Preview rows before import
  4. Review transactions, recurring charges, or imported investment positions
  5. Leave feedback in the app