Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Income, expenses, assets, liabilities, and net worth. Create budgets and forecasts with customizable detail levels. View consolidated or detailed financial summaries by week, month, or year.
View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.
Track expenses by connecting bank accounts and credit cards. Auto-categorize transactions to identify spending patterns. View daily spending breakdowns, recurring charges, and transaction history. Set budgets and monitor progress over time.
Create and share multiple ledgers with others for collaborative financial management. Split expenses and revenue among trips, housemates, friends, or business partners using equal sharing, proportion, shares, or exact amounts.
Track expenses with smart categorization and customizable budgets. View spending insights and account balances. Set financial goals and receive alerts. Securely manage accounts without ads or data sharing.