See how each dollar fits your plan.
Track income, spending, cash reserves, and registered accounts in one place. Review educational prompts based on the information you provide.
Illustrative profile
Net worth
$72.4k
Emergency fund
4.6mo
Monthly contributions
$350
Bank connections
Connect eligible accounts through Plaid
Institution and account availability is shown when you open the connection flow. Support varies by financial institution and may change over time.
Track your accounts, review monthly cash flow, and see where your money is going.
Leviate combines registered-account tracking, transaction monitoring, monthly budgets, debt records, and profile-based insights for Canadians managing TFSAs, FHSAs, and RRSPs.
Launching soon. Join the waitlist for early access.
Example dashboard
Net worth
$72,370
Investments
$61.4k
Emergency fund
4.6 mo
Debts
$8.2k
Suggested reviews
What Leviate includes
See your assets, monthly budget, and debts in one place.
01
Financial overview
Review net worth, invested assets, emergency savings, monthly spending, and recent transactions.
02
Monthly budgets
Set category amounts, include scheduled contributions and debt payments, and copy a previous month.
03
Debt tracking
Record balances, interest rates, and minimum payments to see their effect on monthly cash flow.
Example profile insights
Checks based on the income, accounts, savings, and debts you enter.
Suggested next step
Your profile shows unused FHSA contribution room. Confirm the amount in CRA My Account before contributing.
Emergency fund
Compares your cash reserve with three- and six-month targets based on your income.
4.6 mo
Income covered
Contribution room
Estimates available TFSA, FHSA, and RRSP room from the details saved in your profile.
$18.2k
Estimated room
Debt review
Flags high-interest balances and shows how minimum payments compare with monthly income.
12%
Income toward debt
Registered account tracking
Review each registered account and its contribution status.
TFSA
$24,850
Balance and contributions tracked
FHSA
$9,420
First-home savings tracked
RRSP
$38,100
Contribution estimate available
Transaction tracking
Review income, spending, and investment transactions by category.
Payroll deposit
Income
+$3,850
ETF purchase
Investing
-$650
Groceries
Living
-$124