YOUR OPTIMYZE COACH
YOUR PLAN THIS MONTH
Put +$0/mo
toward First Home
WHERE OPTIMYZE FOUND IT
Dining & Restaurants+$244
Shopping+$113
Entertainment+$79.40
See all opportunities
Your money. Your goals. Your plan.
Your Dream Life Is
Closer Than You Think.
Optimyze finds opportunities in the way you already spend and turns them into a personalized plan to help you reach your goals sooner.
Free to join early access · No credit card required
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Your dream life
What Are You Working Toward?
Choose what you're working toward. Optimyze builds a personalized plan around opportunities that could help you get there sooner.
Whatever your goal, your plan starts with what Optimyze can find.
Your goal. Your Optimyze plan.
See How Optimyze Could
Move Your Goal Closer.
See how your personalized Optimyze plan could turn everyday opportunities into meaningful progress toward your goal.
A clearer path
Current path
22 months
to reach your goal
With Optimyze
14 months
to reach your goal
8 months sooner
Your goal
First Home
Your plan gets you there
8 months sooner.
See how Optimyze brings it all together
01 — YOUR GOAL
Start with what you actually want.
Start with a goal that matters to you and give your financial progress a clear destination.
- ✓Set your goal
- ✓Track your progress
- ✓See your estimated timeline
Goals
September 2026 ▾
JB
Your dream life
Dream Car
$800 of $5,00016% funded
🏁 WITH OPTIMYZE
~10 months
to your Dream Car
16 months sooner+$436/mo plan
02 — YOUR COACH
Know what changes could make the biggest difference.
Your Optimyze Coach analyzes your spending and turns it into personalized recommendations, prioritized by what could have the biggest impact on your goal.
- ✓Ranked by real impact
- ✓Personalized to your goal
- ✓Updated as your spending changes
YOUR OPTIMYZE COACH
YOUR PLAN THIS MONTH
Put +$436/mo
toward Dream Car
WHERE OPTIMYZE FOUND IT
Dining & Restaurants+$244
Shopping+$113
Entertainment+$79.40
03 — YOUR OPPORTUNITIES
Find realistic ways to move your goal closer.
Get personalized recommendations based on your actual spending, showing where changes could make the biggest difference.
- ✓Real merchants and amounts
- ✓Personalized to your spending
- ✓Clear, actionable recommendations
DoneDining & Restaurants
🍴
+$244
found in Dining this month
Your top moves
🍽️
✦ BEST MOVE FOR YOU
Cut back at Harbor Kitchen
Cut back on 3 visits this month.
+$105
toward your goal
🍴
ANOTHER OPTION
Skip Bella Kitchen once
Skip one visit this month.
+$42
toward your goal
🛵
BIGGER CHANGE
Skip food delivery once
Replace one delivery with a meal at home.
+$36
toward your goal
WHERE YOUR MONEY WENT
Tap a bubble to explore
04 — YOUR PATH
See what those changes could actually do.
See how different changes to your spending could increase your monthly progress and shorten the timeline to your goal.
- ✓See your updated timeline
- ✓Test different changes
- ✓See how much sooner you could get there
With your Optimyze plan
~10 months
to your $5,000 Dream Car
16 months sooner
Current pace: ~26 months
Explore your timeline
$436/mo
$0/mo
Start today$550/mo
Max potential
Start today$550/mo
Max potential
Try different changes
Deselect a recommendation to see how it changes your timeline.
05 — THE BIGGER PICTURE
See what today’s spending could become.
See how your everyday spending adds up over time — and what that same money could make possible instead.
- ✓View your 1, 5, and 10 year impact
- ✓See real-life comparisons
- ✓Put everyday spending into perspective
DoneThe Bigger Picture
See what your habits become over time.
🍴
Dining & Restaurants
You average
$688/ month
That adds up to
$8,256
That's about the price of
a solid used motorcycle
✨
Optimyze can help
Want to bring your dining & restaurants spending down?
We've already found specific opportunities in your Dining & Restaurants spending.
See my Dining opportunities →
06 — YOUR FINANCIAL FITNESS
See how it all comes together.
One score brings your financial progress together so you can see where you stand and how you're improving.
- ✓See where your financial fitness stands
- ✓Track your progress month to month
- ✓Understand your progress in one simple score
Fitness
58
↑ +21 Since Last Month
Money Mover
COMING TO OPTIMYZE
And We’re Just Getting
Started.
More ways to make your money work for you.
Debt Crusher
Get debt-free faster.
PAYOFF PLAN
CPA Insights
Make smarter tax moves.
TAX INSIGHTS
Ask Optimyze
Ask about your money.
PERSONALIZED ANSWERS
Multiple Goals
Plan for more at once.
ONE FINANCIAL PLAN
SECURITY
Your money stays yours.
Your data stays protected.
Connect securely with Plaid. Your bank credentials are never shared with Optimyze.
Your Bank
Plaid
Credentials stay private
Optimyze
Secure connection·Credentials stay private·Built around your privacy
Your turn
Get Closer to the Life You Want.
Join early access and be among the first to experience what Optimyze can do for you.
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FAQ
Frequently Asked Questions
Optimyze connects your real spending to your goals and builds a personalized plan to help you get there.
Optimyze analyzes your spending to find personalized, realistic changes that could help you move closer to your goals.
Your goal can be anything you're working toward — from buying a home or car to travel, an emergency fund, financial freedom, retirement, or another meaningful milestone.
No. Optimyze gives you personalized recommendations and shows their potential impact. You stay in control of every choice.
Your Financial Fitness Score gives you a clear snapshot of your financial habits and helps you track your progress over time.
Yes. Your accounts connect securely through Plaid, your banking credentials are never shared with Optimyze, and your financial information is protected using industry-standard security practices.
We’re still finalizing pricing for Optimyze. More details will be shared closer to launch.