Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for account activity and monitor balances in real time.
Track shared expenses like childcare, medical, and school activities. Upload receipts and add notes in one place. Connect a credit or debit card to import transactions. Send detailed expense reports and split costs automatically.
Manage usage by setting transaction types, geographic restrictions, and merchant categories. Enable or disable cards instantly with a toggle. Monitor spending and receive alerts for suspicious activity. Lock cards remotely for added security.
Donate to multiple organizations through one-time, recurring, spare change, and micro donation options. Track donations, generate tax reports, and receive impact updates. Use Apple Pay for approved organizations.
And for children’s future with customizable accounts and automated contributions. Track investment growth and set milestones. Earn rewards by linking brands. Receive alerts and manage funds securely.