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You
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❓ How do I use Duet?
● Personal
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TransUnion · 300–850
Not connected yet
Business ▣
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PAYDEX · 0–100
Not connected yet
Your advisor
AI✦
Sage
Connect a credit profile or add your accounts and I’ll find your fastest win. Tap to ask me anything.
Personal
0 saved
Business
0 saved
Duet Together
Linked banksiConnect a bank through Plaid to pull live balances and auto-import transactions into your ledger. Duet never sees or stores your bank login. Credit cards show in their own dropdown below.
PlaidAccounts you've added
Bill reminders
Heads-up when a bill is overdue or due within your window — checked daily. Reminders also show on Home and the bell. For due-date calendar events, use “Add to my calendar” in the Ledger.
Backup & restore
Saves everything — transactions, balances still owed, budgets, goals, business items, accounts and your settings — to a file on your device. Your data also stays in Duet even if a bank disconnects; a backup is your extra safety net for a new phone or lost login.
Danger zone
Erases everything you've added on both sides — transactions, budgets, goals, receipts, and unlinks your banks. Your login, plan, and household stay. This can't be undone.
Monthly take-home incomeAdds up on its own from the income you log below — it can't be edited by hand.
$0
Personal ledger
Net worth
$0
Manual for now — connecting a live portfolio or auto-valuing a home/car is coming.
Savings goals
Statements & taxes
Reports✦ Sage — AI advisor
LiveInstall Duet
Add to your home screen
Add to your home screen
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