Getting started
Set Sumwright up once on any device and your account and data sync to the rest. Here’s the whole path from install to your first plan.
1. Get the app
2. Create your account & start the trial
Sign up with your email
Enter your email and a password to create your account. You’ll use the same account everywhere.
Start your 7-day free trial
Your 7-day free trial gives you full access. It converts to the plan you chose only if you don’t cancel before day 7.
3. Secure your account
Before you connect a bank, Sumwright asks you to set up a two-factor authenticator — this protects the most sensitive action in the app. On the apps, it also locks itself behind your device security whenever you reopen it.
Full details are in Security & App Lock.
4. Connect a bank & set your cushion
Link a US bank account, read-only, through Plaid, then tell Sumwright the minimum buffer you want to keep in your account. Every plan it builds respects that cushion. Walk through it in Linking your bank.
5. Sign in everywhere
One subscription unlocks every device. Sign in with the same account on your phone, computer, and the web, and your accounts, bills, and plan follow you — pick up exactly where you left off.
Didn’t find what you needed?
Email support@sumwright.com