- Step by step
Set it up once. It runs from there.
ProfitFirst.bank splits automatically and with your own bank, you move what the app calculates.
Create Accounts with Dream First
What you Do
Open your free DreamFirst.bank account online. It takes about 10 minutes.
The app does
The app automatically connects to your new accounts and is ready to use.
Set your percentages
What you Do
Start with our recommended plan and customize it based on your current business needs.
The app does
Builds a recipe sized to your revenue and starts you at a percentage you will not feel.
Watch it sort
What you Do
No need to do anything other than watch your Profit account grow!
The app does
On you scheduled allocation days, the app will make the transfers for you.
Take your profit
What you Do
Once a quarter, take your profit distribution. Actual money, in your pocket.
The app does
Tracks the balance, prepares the number, and keeps your tax money set aside.
ProfitFirst.bank splits automatically and with your own bank, you move what the app calculates.
Connect your bank
What you Do
Connect the bank you already use through Plaid, and open any of the five accounts you are missing.
The app does
Maps your five accounts and reads balances. It connects read-only and never moves money on its own.
Set your percentages
What you Do
Start with our recommended plan and customize it based on your current business needs.
The app does
Builds a recipe sized to your revenue and starts you at a percentage you will not feel.
Watch it sort
What you Do
On the allocation days, make the transfers the app lays out. A few taps in your banking app.
The app does
Works out the exact amount for each account and reminds you. You move the money.
Take your profit
What you Do
Once a quarter, take your profit distribution. Actual money, in your pocket.
The app does
Tracks the balance, prepares the number, and keeps your tax money set aside.
