Limited Early Access Bonus

Your first 30 days are free, get a second month on us

Start your Personifi trial and get a personal spending critique. Sign up on this page to unlock an extra month of access, plus a review of your categories, quick wins, and a clear plan.

No credit card required • Bonus month added after signup

Free extra month

Your trial starts with 30 days free. Sign up here to unlock a second month at no cost.

Personal critique

Get a review of your categories, cash flow, and spending friction points from the Personifi team.

Actionable next steps

Leave with 3 to 5 concrete changes that make your budget feel lighter and more realistic.

A review that feels like a coach, not a lecture.

We look for spending pressure, category drift, and areas where your money is working hard without feeling intentional.

  • Identify the top 3 categories shaping your month.
  • Separate essentials from lifestyle creep with clarity.
  • Recommend simple tweaks that create instant breathing room.
  • Give you a plan for the next 30 days in Personifi.

Sample feedback

Free bonus

Priority Insight

Top spend driver: eating out. Plan your dinner dates in advance to get value for your money.

Three subscriptions overlap. Consolidate to one and put £35/month back into goals.
Shared priorities are clear, but one category is drifting. Agree a monthly nice-to-have cap.
Best win: simplify categories. Fewer buckets will make decisions easier.

How it works in three calm steps.

The review is lightweight and designed to keep you moving.

Step 1

Start your trial

Sign up for Personifi and import your transactions in minutes.

Step 2

Share your snapshot

We guide you to send a simple summary of your categories.

Step 3

Receive feedback

Get your critique, action plan, and bonus month applied.

Is this offer for you?

Perfect if you want a calmer monthly rhythm and honest feedback on where your money is drifting.

  • You want a budget that feels realistic.
  • You want to spot quiet overspending early.
  • You want both partners aligned on priorities.
  • You want practical steps, not judgement.

What early users are saying

“The review pointed out a pattern we could never explain. It was simple, actionable, and made our monthly check-in feel lighter.”

JR

Jamie & Riley

Early access

Ready to claim the bonus month?

Your first 30 days are free. Sign up on this page to get the bonus month and the budget critique.

Start 30 days free + bonus month

Have questions? Email us at hello@personifi.xyz