A Ruby Circle takes the guesswork out of staying connected. Your Circle is a collaborative space for you and your family to access and organize financial details. Set yours up in just minutes.
Get organized now so you can rest easy later. Ruby assists you and your Circle in gathering, organizing, and storing critical information. Our tools will get you organized fast and keep you protected.
Seeing your information all in one easy place will help you gain clarity. Ruby gathers up-to-date information by pulling read-only information from your bank, so you and your family can monitor finance, together.
Gathering info from multiple banks or credit card providers is no small task. Ruby does it for you – automatically. You’ll have the power to view and share your financial details all in one place, anytime. Learn more about our secure account connection.
When living on a fixed budget, cashflow is king. Ruby makes sense of monthly financial activity as it’s happening, providing clear and up-to-date views of spending and deposits, and comparing to previous months for helpful context.
If you wait a month to review bank statements, you might miss errors that you could've stopped earlier. Ruby delivers a weekly snapshot of financial activity right to your inbox, so you can stop those errors from repeating.
Get control of problematic patterns – from budget missteps to missed deposits. Ruby guides you through setting up custom text message alerts that work across all your connected accounts.
Getting bills paid can be a constant source of anxiety. With Ruby, you’ll get reminders of upcoming bills and the power to track their status, giving you peace of mind.
* Coming early 2020
Spot financial missteps faster with the right information. Ruby helps you and your family watch over key aspects of financial activity, like cash and check usage, where fraud or errors often appear first.
Have Questions? Give us a call at (888) 718-6741.
Bank-level security | 256-bit SSL encryption
Ruby gives your family the information they need without the risk of combining assets or needing to visit the bank.
Ruby is your guide to getting organized and staying on top of things, in just a few minutes per week.
Ruby is built on tried-and-true bank security systems. Store your important information with confidence.
Subscribe to the Ruby Newsletter to get advice and guidance on financial management and aging at home – delivered each week.