Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Securely connect bank accounts to view spending habits from the past week or month. Automatically categorize transactions in the Inbox. Set budgets and track expenses. Receive alerts for unusual activity. Export spending reports.
Link investment accounts and import data via MX or Plaid. Capture Apple Pay transactions with Siri Shortcuts or enter manually. Spouse can access same account. net worth and progress with charts. Set income targets and savings rate.
Track expenses with categorized lists and set budgets per category. Add tags and dates to organize spending. Sync data across devices using iCloud. Export lists as PDF or image files.
