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SoFi Relay

SoFi's money tracker linking SoFi and outside accounts for budgets, credit score, debt and net worth

Freer/sofiwww.sofi.com/coach

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

23 of 71 recorded

Cost

2 / 3
Free tier
Yes
www.sofi.com
Price
Free
www.sofi.com
Lifetime purchase
?

Connections

4 / 7
Account aggregation
Yes
www.sofi.com
Connectors
?
Refresh more than daily
Yes
Manual accounts
Yes
Countries
US
Multi-currency
?
Crypto and digital assets
?

Transactions

4 / 13
Edit transactions
?
Create manual transactions
?
Rules engine
No
Mass edit
?
Split transactions
No
History import
?
Length of history
Unlimited
Export
No
Import formats
?
Nested categories
?
Custom categories
?
Tags
?
Receipt attachments
?

Planning

5 / 16
Budgeting
Yes
www.sofi.com
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
No
Bills
Yes
www.sofi.com
Bill negotiation
?
Goal tracking
Yes
Debt payoff planning
Yes
www.sofi.com
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

4 / 6
Net worth
Yes
Balance history import
?
Investment tracking
Yes
www.sofi.com
Investment transactions
Yes
Real estate
Yes
www.sofi.com
Investment fee analysis
?

Insight

2 / 4
Reports
?
Trends
Yes
Credit scores
Yes
www.sofi.com
Alerts
?

Platforms

1 / 5
Interfaces
Web · iOS · Android
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
Yes
www.sofi.com
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 3 groups, 10 attributes

Assistance

0 / 2
AI chat
?
AI categorization
?

Sharing

0 / 3
Partner or household
?
Adviser access
?
Business or rental separation
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-09-04; 10 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-02
First recorded at Free

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 63 live listings that charge one.

In the news · 0 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-23.