One View, Two Perspectives
Sabal shows your full financial life — shared and personal — side by side. See what matters together, while keeping your individual view fully intact.
- Stay on the same page — even if only one of you handles the bills
- See all your accounts in one place — joint and personal, clearly labeled
- Keep personal transactions private, so surprises (like gifts) stay surprises
- No spreadsheets, no guesswork — Sabal syncs automatically with 12,000+ banks, credit cards, brokerages, and loan providers
Plan for What’s Next — Without the Unknowns
From retirement planning to estate details, Sabal helps couples prepare for life’s big milestones — with clarity on what’s owned, who's responsible, and what comes next.
- Track ownership across accounts — so it’s clear who holds what and how it transfers
- Assign primary and contingent beneficiaries — and update them as life changes
- Use Sabal's checklists or create your own to stay on top of major life moves: retirement, refinancing, relocation
- Keep a shared list of advisors, attorneys, and other pros — with notes on their role
Keep the Important Stuff Safe — and Shared When It Matters
The most important parts of your financial life aren’t balances — they’re documents, passwords, and context. Sabal keeps them secure, private, and ready when needed.
- Store essential documents securely — wills, deeds, policies, and more, all in one encrypted place
- Share only what matters — choose who sees specific files, and who sees everything
- Keep passwords and notes organized — with shared and private sections tailored to your setup
- Add helpful context — like why something exists or who it’s for — so your family isn’t guessing later
See the Big Picture — Without Losing the Details
Sabal turns your household's spending and investments into clear, simple insights — detailed when you need them, effortless when you don't.
- Categorize spending automatically — across both personal and shared accounts
- See investment balances, allocations, and performance trends over time
- Identify patterns — like rising expenses or shifting investment risks — without manual setup
- Generate account or spending reports instantly — for a deeper look anytime
See your finances the way you live them — together and individually
Sabal gives couples one clear view of their financial life — with personal tracking, built-in privacy, and collaborative tools. Join early to shape the future of family finance — your first month is on us.