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Fictional Better household · Read-only demo · Oct 9, 2026

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OverviewChatTo-Do

Track

Balances
Activity
Planning

Act

BankingInvestingTrading
Give a month, get a monthInvite a friend. They get a free month, and you get one after their first payment.

Settings

AccountSign-in & sessionsApprovalsAgent connectionsAPI tokensWebhooksiMessageNotificationsPrivacy & dataDocumentsBillingReferrals

Sample settings as of Oct 9, 2026. This fictional household shows more connections than Better allows: 25 wallets and 5 banks or brokerages. Changes do not affect a real account.

Account

Your profile and household.

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Sign-in & sessions

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Notifications

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Privacy & data

Control data sharing, export your data, and clear this browser’s cache.

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Documents

Net worth, holdings, and transaction reports.

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Billing

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Referrals

Earn a free month of Better when a friend you refer makes their first payment, up to 2 free months in all. Claiming needs a card; Stripe bills Better when the free time ends.

Referrals need a registered account.

Delete account

Schedule permanent removal of your account and data.

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Settings

  • Account
  • Sign-in & sessions
  • Approvals
  • Agent connections
  • API tokens
  • Webhooks
  • iMessage
  • Notifications
  • Privacy & data
  • Documents
  • Billing
  • Referrals
  • Delete account

Resources

  • Help center
  • Contact support
  • Security
  • Privacy
  • Terms

Profile

J

Jordan Lee

jordan@demo.invalid

Shared access

People who can see this household’s finances.

2 of 2 included seats used.

Google handles sign-in and account recovery.

Connected sign-in methods

Add Google or Apple so either can open this account. You’ll confirm with the provider.

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Passkeys

Confirms Banking transfers and approvals with your device’s screen lock, once each time you sign in.

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Active sessions

Sign out devices you don’t recognize. This doesn’t disconnect agents or revoke API tokens.

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Email for notifications

Optional. We confirm the address first. It’s separate from sign-in, recovery, and billing.

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Export my data

One JSON file of your account. It has sensitive data, so keep it private.

Local app cache

Removes saved view state from this browser. Your account data stays.

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File format

Dates use UTC. Both the start and end date are included.

Net worth report

Your recorded assets, liabilities, and net worth over time.

Downloads are unavailable in this read-only view.

Reports use the data saved in BetterOff. They are not statements issued by your financial institutions.

Better

Active

$20/mo

Payment method

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Household access

Bank connections your plan allows.

6 active or pending bank connections. 0 bank connections added in the last 30 days.

5 active bank connections and 7 bank connection additions per rolling 30 days. Your household shares one Chat allowance per calendar month. Replacing a bank connection, or turning on more data for one, counts as adding a connection. Reconnecting one doesn't. Disconnecting a bank doesn't give the addition back. Chat Boost purchases are separate.

Usage13/30 connections · 442 transactions

Connections

13/30

Transactions

442

synced

Merchants

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InvoicesLoading invoices…

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Starts a 30-day window before your data is permanently deleted. You can cancel any time before it ends.