Independence for Mom. Peace of mind for you.

Make aging at home easier. Ruby is here to help you organize and protect your loved one’s finances with a simple online tool.
Get started Watch video

Bank-level security | 256-bit SSL encryption

Getting started is simple. Here’s how it works:

1. Create Your Circle.

A Ruby Circle is your family’s collaborative space to access and organize your loved one’s financial details. Create yours in just minutes.

2. Connect Your Accounts.

Ruby gathers up-to-date information by accessing view-only information from your bank, so you can monitor money without compromising the independence of your loved one.

3. Organize Your Info.

Ruby is your support system – get weekly reports, set up alerts, store critical information, track bills. Our tools will get you organized and keep your loved one protected.

Help Mom age in place and keep her finances safe without overstepping.

Work together to protect Mom’s finances.

Your Ruby Circle is a secure space for your family to work together. Keep your family in the loop on finances and care information.

Use the right tools to keep an eye on Mom’s finances.

Ruby uses read-only information from your loved one’s accounts and offers tools that are customizable to suit your family’s needs. Keep an eye on daily activity, spot fraud, and avoid missteps – all while protecting your loved one’s independence.

All Accounts In One Place

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 your loved one’s financial details altogether, anytime. Learn more about our secure account connection.

Monthly Summaries

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.

Weekly Snapshots

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.

Receive Alerts *

Get control of problematic behaviors – from budget missteps to missed deposits. Ruby guides you through setting up custom text message alerts that work across all your loved one’s connected accounts.

Track Bills *

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

Detailed Reports

Spot financial mistakes faster with the right information. Ruby helps you watch over key aspects of financial activity, like cash and check usage, where fraud or errors often appear first.

Securely store important information.

It is more important than ever to gather important documents, records, and contact information and store them in an online Vault built with bank-level security. You can access the information you need quickly, from anywhere.

Ruby library

Providing care for a loved one can feel overwhelming. Our library of free resources can help you step into financial caregiving with confidence.

Sign up for Ruby!


Free for 3 months – no credit card required.

After 3 months, you can continue with a paid account for $4.99 per month per Ruby Circle.


Have Questions? Give us a call at (888) 718-6741.

Sign up for Ruby

Bank-level security | 256-bit SSL encryption

Safer than a joint checking account.

Ruby gives families the information they need without the risk of combining assets or needing to visit the bank.

Less costly than hiring a financial advisor.

Ruby is your guide to getting organized and staying on top of things for your loved one, in just a few minutes per week.

Founded on security.

Ruby is built on tried-and-true bank security systems. Store your important information with confidence.

Not ready to sign up yet?

Subscribe to the Ruby Newsletter and get important news and updates on financial caregiving delivered each week.