Start by adding your accounts

Apollo gives you a complete overview of your finances, all in one place. To get started, add all of your financial accounts below.

01
Link your banks, cards and brokerages

Connections go through Plaid, which most financial apps use. You sign in on your bank's own page, and Apollo never sees your password.
1. Search for your bank or brokerage.
2. Sign in on your bank's page. Some banks open a new window for this.
3. Select every account you want here: checking, savings, cards and retirement. Accounts you leave unselected won't appear.
Name what you linked

Banks label accounts with names like "Checking" or "Individual". After each link, Apollo lists the new accounts with their last four digits and balance so you can give each one a name you'll recognise. You can rename them later too.
Add what Plaid can't reach Optional

A home, a car, a private loan, cash. Enter the current value and it counts toward net worth like any linked account. You update it yourself whenever the value changes.

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No accounts yet

Use Add Account above to link a bank or brokerage, or add an account manually.

Max cash held

Cash above this is invested each year

Time frame

10 yrs

Years to project

Expected return

Annual investment growth

Income growth

Annual raise estimate

Annual income post-tax

Annual spending

Personal investing comes out of your income

Retirement / HSA pre-tax

Projected net worth

Budgeting

Manage Categories

Rename, add, or set monthly budgets for spending categories

Your finances, all in one place.