Check balances and view transaction history. Access statements and cleared check images. Transfer funds, pay bills, and deposit checks by photo. Pay loans and find ATM locations. Set account alerts for notifications.
Post income and expenses with categorized entries. Send invoices to clients and track payments. View business performance through summary dashboards. Add team members for shared access. Generate balance sheets and profit and loss statements.
Manage investments and track portfolio performance
Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.
Into structured data with automatic transaction extraction. Import files directly from your device and export to CSV or Excel for analysis, budgeting, or tax purposes. Save or share files instantly for use in spreadsheet applications.
