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Roundly

Roundly helps you save effortlessly by rounding up purchases and building a savings habit. Starting simple, then adding premium insight—automation only when it makes business sense.

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What it does (MVP)

  • Round up purchases to the next dollar (or custom rule)
  • Track savings progress and streaks
  • Clear history of round-ups and totals
  • Manual transfers (at first) to keep costs low

Why phases?

Auto-transfers can add real costs. The roadmap keeps Roundly affordable while proving the core habit works first, then monetizing clarity + discipline, then adding automation as an optional add-on.

Product roadmap

🟢 Phase 1 — Personal + free beta

Goal: prove the habit
Who it’s for
• You
• Friends
• Early testers
What’s included
• Real Plaid data (testing/limited)
• Manual transfers
• No subscription yet

This phase validates that Roundly actually helps people save—before adding costs or subscriptions.

🟡 Phase 2 — “Assistive Premium” ($2–$4/month)

Pay for clarity
Users pay for
• Unlimited bank connections
• Advanced insights
• Smart goals
• Notifications
• Streaks & history
• Exporting data
• Peace of mind
What they’re NOT paying for
Not paying for “manual transfers.”

They’re paying for financial clarity + discipline.

🔥 Phase 3 — Automation add-on (optional)

Offsets ACH costs
If/when auto-transfers arrive
• +$1–$2/month add-on
or per-transfer fee
or “Pro” tier
Why this matters
Auto-transfers can create ongoing costs.

This keeps margins sane while still offering automation for people who want it.

Automation stays optional so Roundly can remain affordable—and still sustainable for you to run.