Send money to contacts, transfer funds between accounts, and schedule recurring transfers. Set alerts, view loan details, and make payments. Filter and sort transactions, group accounts, and manage debit card status.
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Track monthly expenses and income using a calendar interface. Set reminders and view account balance forecasts. Use the safe to spend calculator to manage budgets and avoid overspending. Log payments, expenses, and transfers.
Calculate based on bill amount and tax rate. Choose to apply tip before or after tax. Adjust rounding options for total and tip amounts. View effective tip percentage based on rounding settings.
By snapping receipts and assigning costs to individuals. Calculate taxes and tips automatically. Share the divided bill with friends via preferred messaging apps.
Digitize receipts and split bills by adding guests and assigning costs. Track individual items and totals. Share itemized receipts with guests. Collaborate in real-time during payments without accounts.
Track and manage bills and spending over 4-6 weeks. View current and future bills and available spending. Mark bills as pending or cleared. Calculate remaining spending automatically. Manually input data or link bank accounts via Plaid.
Manage and distribute gratuities across staff members. Split tips among multiple employees. Track tip allocations and view historical records. Integrate with point-of-sale systems for real-time updates.
Calculate payments with three methods: equal , equal principal, and interest only. View repayment forecasts and adjust schedules with extra payments. Track interest and principal breakdowns.
Scan receipts to automatically itemize expenses, including tax and tip. Customize individual orders and split shared items. Settle payments directly through the .
Manage shared and track payments among family members. costs, set up reimbursements, and monitor bills. Share receipts and receive alerts. Collaborate on budgets and view transaction history. Sync across devices for real-time updates.
Convert with real-time exchange rates. Calculate tips, interest, mortgages, retirement, and inflation. Track financial goals and view detailed conversion history. Share rates via email or messaging. Sync across devices for consistent access.