No bank login required

Know where every
dollar goes.
Rise from there.

Upload your Chase statement and instantly see where every dollar went — by category, vendor, and month. No bank login. No complicated setup. Just answers.

Join the waitlist ✨ Try the demo
🔒 Your data never leaves your browser — ever ⚡ Instant analysis 🏦 Chase credit & checking supported
Your spending — uploaded in 30 seconds
Top categories
Groceries & Food $8,400
Dining Out $4,200
Travel $3,800
Subscriptions $1,440
28%
Savings rate
$342
Returns tracked
2 accts
Combined view

Your data never leaves your device  ·  No bank login  ·  Upload & see in under a minute

Be the first to know where
your money goes.

Early access is opening soon. Join the waitlist and we'll reach out
when your spot is ready — no spam, ever.

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Or try the demo first — no signup needed ✨
Sound familiar?

Finally, a money tool
that fits your life.

Every month the statement comes. You open it, stare at 400 rows, and close it. You know you're spending — you just never quite know where it all went.

"Once I could actually see my money, I felt like I was in control for the first time."

— Sarah M., working mom of two

"Turns out I just needed clarity. Everything clicked from there."

— Priya K., full-time professional

"Seeing it all laid out gave me confidence I didn't know I was missing."

— Lisa T., entrepreneur & mom

You work hard. You keep everything running. RiseandFi gives you the full picture in minutes — no complicated setup, no jargon, no judgment. Just clarity, confidence, and a simple path forward.

1
Download your statement from Chase — takes 2 minutes, you've probably done it before.
2
Drop it into RiseandFi. No bank login. No passwords. No syncing. Just the file.
3
See everything instantly — by category, vendor, and month. Drill into any number.
4
Come back when you want. Upload once a year, once a month — your history stays put.
What you get

Everything you need.
Nothing you don't.

Purpose-built for people who already know how to download a CSV — and want something better than a spreadsheet.

📊
Instant Spending Breakdown

Upload your Chase CSV and see exactly where every dollar went — broken down by smart categories, vendors, and months. No manual entry.

🏦
Credit & Checking Combined

Upload your credit card and checking account together. See your full financial picture — income, spending, savings rate, and monthly net in one view.

💰
Income Analysis

See your real income by source, track it against spending month by month, and understand your actual savings rate — not an estimate.

↩️
Returns Tracking

Every return is matched against purchases automatically. See your true net spend — not inflated numbers from returns sitting in your statement.

🔄
Subscriptions Tab

Every recurring charge surfaced and named. See exactly what you're paying monthly and annually — including the ones you forgot about.

🔒
Privacy by Design

Your financial data never leaves your device — not even to our servers. Once the page loads, everything runs inside your browser. Turn off your WiFi and it still works. No bank login. No credential storage. No data sold. Ever.

How your privacy works

Your data stays with you.
Not us. Not anyone.

Most finance apps need your bank login. They pull your transactions onto their servers, store them in their database, and you're trusting them with your most sensitive financial data indefinitely.

RiseandFi works completely differently. When you go to riseandfi.com, your browser downloads the app onto your device. After that, everything runs locally — inside your browser tab, on your computer.

When you upload a CSV, your browser reads it directly from your hard drive into memory. No file is sent to any server. No network request is made. You can turn off your WiFi after the page loads and the dashboard still works perfectly.

🚫
No bank login required
We never ask for your username, password, or account credentials. Ever.
📁
Your file never leaves your device
The CSV you upload is read locally by your browser. It is never transmitted to any server, including ours.
💾
Data saved locally in your browser
Your parsed data is stored in your browser's localStorage — on your machine only. Clear your browser data and it's gone.
🔍
Verify it yourself
Open DevTools → Network tab → upload a file. You'll see zero outbound requests. The proof is right there.
Simple by design

Three steps to
total clarity

No setup. No onboarding call. No connecting anything. Just a file and a dashboard.

1
Download your CSV

Go to chase.com, download your statement CSV. Takes about 2 minutes — you've probably done it before.

2
Drop it in

Drag and drop your file into RiseandFi. No bank login, no passwords, no syncing. Your data stays on your device.

3
See your full picture

Instantly see spending by category, vendor, and month. Add your checking account to see income and savings rate too.

Simple pricing

Start free.
Upgrade when you're ready.

No credit card required to get started.

Free
$0 / forever
No card required
  • Upload Chase CSV
  • Category breakdown
  • Monthly view
  • Returns tracking
  • AI Financial Advisor
  • Income analysis
  • Multi-account view
Try the demo
Most Popular
Pro
$4 / month
or $35/year — save 27%
  • Everything in Free
  • ✨ AI Financial Advisor
  • Income analysis
  • Multi-account view
  • Subscriptions tab
  • Budget tracking
  • All future features
Join waitlist — $4/mo
Lifetime
$49 / once
Pay once. Use forever.
  • Everything in Pro
  • All future features
  • Priority support
  • Never pay again
  • Best value long term
Join waitlist
Our story

Built because
nothing else fit.

Life moves fast. Between work, everything you're managing, and a calendar that never really empties — sitting down to figure out where the money went never quite makes the list. But the question never goes away either.

I was already downloading my bank statements. The data was right there — I just couldn't see it clearly. So I'd paste it into AI, type out a prompt, and hope the answer made sense. It worked. But it felt like a workaround for something that should just exist as a real product.

Every app I tried wanted my bank login, cost $100 a year, or had so many features I'd spend 20 minutes setting it up and never open it again. None of them were built for someone who just wants a clean answer to a simple question: where did the money go?

RiseandFi is the tool I always wanted. Upload your statement, see your full picture, and start building the future you deserve. You already do everything. Now let's make your money work as hard as you do.

— The RiseandFi Team
Common questions

You asked,
we answered.

Is my financial data safe?
Yes — because it never leaves your device. RiseandFi runs entirely in your browser. Your CSV is read locally and never sent to any server. You can verify this yourself by opening DevTools → Network tab and watching for outbound requests when you upload. You'll see none.
Do I need to connect my bank account?
No. Never. You download your own statement CSV directly from Chase, then upload it to RiseandFi. No bank login, no API connection, no credentials. Your bank doesn't know RiseandFi exists.
What banks are supported?
Currently Chase credit card and Chase checking account CSVs are supported. Both are auto-detected when you upload — no manual selection needed. More banks are coming soon.
Where is my data stored?
In your browser's localStorage — a small database that lives on your computer, not on any server. It persists across page refreshes so you don't have to re-upload every time. Clear your browser data and it's gone completely.
How do I download my Chase CSV?
Log into chase.com → click your account → look for "Download transactions" or the download icon → select CSV format and your date range. Takes about 2 minutes.
Can I upload multiple accounts?
Yes. You can upload multiple CSVs at once — your credit card and checking account together. RiseandFi auto-detects the format and combines them into one unified view across all tabs.