Built for couples & families

Finally, both of you see the full picture

The financial visibility platform for couples. See your complete financial picture together - accounts, net worth, bills, and documents - without sharing passwords or spreadsheets.

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Legacy Snapshot Dashboard

In most households, one person manages everything - the accounts, the bills, the investments. The other partner? Left in the dark, anxious, or excluded. Legacy Snapshot fixes that.

Features

Built for shared visibility

Not just another budgeting app. A shared, always-current view of your complete financial picture.

Shared Household Dashboard

Invite your partner to see everything at a glance - no password sharing, no explaining spreadsheets. They get read-only access to the full picture, updated automatically.

Household synced
Combined Net Worth $847,230
Accounts Linked 12 accounts
Partner Access Active

Net Worth Over Time

Track your household's financial progress together. See where you've been and where you're headed.

Auto-Sync with Plaid

Connect your accounts securely with Plaid. Real data, always current - no manual entry required.

Beyond Just Accounts

Insurance policies, estate documents, bills - everything your household needs in one place.

Bank-Level Security

256-bit encryption, secure Plaid connections. Your data is protected with the same security used by leading banks.

How It Works

Get on the same page

Stop explaining spreadsheets. Start sharing visibility.

1

Link Your Accounts

Connect banks, investments, and property via Plaid - or add them manually. Your full picture in minutes.

2

Invite Your Partner

One click to share. They get read-only access to your complete household dashboard - no passwords needed.

3

Stay in Sync

Your data updates automatically. Both of you see the same current picture, anytime you need it.

Testimonials

Loved by couples everywhere

"I've always been the 'money person' and felt like I was carrying everything alone. Now my husband can see it all at a glance. No more awkward finance conversations."

SM

Sarah M.

Household CFO

"We got married last year and needed to combine finances. Legacy Snapshot made it so easy to see everything together. We finally feel like equal partners."

JT

James & Emily T.

Newlyweds

"My wife always felt anxious about our finances. Now she logs in whenever she wants and sees everything - net worth, accounts, insurance. No more anxiety."

RK

Robert K.

New Parent

Pricing

Simple, transparent pricing

14-day free trial. No credit card required.

Solo

For tracking your own finances

$9 /month

or $89/year (save 18%)

  • Single user
  • Unlimited accounts
  • Plaid auto-sync
  • Net worth tracking
  • Document storage
Start Free Trial
Most Popular

Family

For couples & households

$15 /month

or $149/year (save 17%)

  • Two users - shared dashboard
  • Unlimited accounts
  • Household view
  • Partner read-only access
  • Everything in Solo
Start Free Trial

Founding members: Lock in $99/year for Family (limited spots)

FAQ

Common questions

How does partner sharing work?
With the Family plan, you can invite your partner with one click. They get their own login and see a shared dashboard with your complete household financial picture - accounts, net worth, documents, everything. They have read-only access, so no passwords are shared and you stay in control.
Is this just another budgeting app?
Not quite. While we do categorize transactions, Legacy Snapshot is primarily about shared visibility. The core value is that both partners can see the complete financial picture together - accounts, net worth, documents, and trends - without sharing passwords or maintaining spreadsheets. Budgeting apps focus on where your money goes. We focus on making sure you're both on the same page.
How does Plaid integration work?
Plaid securely connects to your financial institutions to automatically import and update your account balances. We never store your banking credentials - Plaid handles all the authentication directly with your bank. Your data stays current without any manual entry.
How secure is my data?
All data is encrypted at rest using 256-bit AES encryption. We use the same security standards as leading financial institutions. Plaid connections mean we never see your bank passwords. Your information is protected with industry-leading security practices.
What about insurance and estate documents?
Beyond bank accounts, you can store and organize insurance policies, estate planning documents, and important household information. If something happens to you, your partner will know exactly where everything is and what you have.
Can I try it before paying?
Yes. Every plan includes a 14-day free trial with full features, no credit card required. We recommend inviting your partner during the trial - that's usually when people realize this is exactly what they needed.

Ready to get on the same page?

Stop being the only one who knows. Start your 14-day free trial and invite your partner to see the full picture.

Start Free Trial See how it works