Meridian is in development. Before we lock in what we build, we want to hear from the people who'd use it day to day. Tell us what matters — it takes under 5 minutes and directly shapes what we make.
Start the SurveyMeridian brings your budgeting, accounts, and goals into one clean picture — and, if you want, lets you share it with a financial advisor. Here's the direction we're building (interface in development).
Net worth, every account, and how your spending tracks against budget — at a glance, the moment you open the app. No spreadsheets, no logging into five different banks.
Meridian learns from your recurring bills and spending patterns to project what your account balance will look like in the days and weeks ahead. If it sees your balance heading too low — or going negative — it warns you early, so you can move money in time and skip the overdraft fees and the embarrassment of a declined card.
Set goals — an emergency fund, a first home, retirement — and watch real progress toward each one. Clear milestones instead of a vague sense that you should be saving more.
Use Meridian entirely on your own — or connect a financial advisor and work from the same picture. Your call, and only if and when you want it.
Every question is optional. Be honest — telling us what wouldn't work for you is just as helpful as what would.