Track expenses, view reports, and manage budgets
Track income and expenses in real time. View cash flow, balance sheets, and profit reports. Set up recurring transactions and receive notifications for upcoming payments. Export data to CSV or PDF. Sync with bank accounts for automatic updates.
Showing 361–380 of 1,000 ranked alternatives.
Mohamed Elgohary
Track expenses and set budgets
Track income and expenses with quick entry. View daily, weekly, and monthly reports. Create custom categories for organized spending. Analyze spending trends and receive insights. Set budgets and monitor progress toward financial goals.
Arbor Capital Management, Inc.
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Shenzhen Happx Technology Co., Ltd.
Track expenses and manage budgets
Track expenses with a clean, intuitive interface. Record transactions, categorize spending, and view detailed reports. Convert currencies instantly. Sync data across devices. Set budget limits and receive alerts for overspending.
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
CANADIA INVESTMENT HOLDING PLC.
Manage finances anytime, anywhere
View all accounts with real-time balance updates. Transfer funds between accounts instantly. Set up recurring payments and track transaction history. Receive customizable alerts for account activity. Lock and unlock accounts remotely.
Ryan Rook
Track and expenses
Track and recurring expenses with automatic categorization and reminders. Set budgets, monitor spending trends, and receive alerts for upcoming payments. Export data and sync across devices for consistent financial oversight.
West Financial Services, Inc.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
ALBION MANAGEMENT GROUP, LTD
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a wealth advisor. Manage budgets and track spending.
App Team Carolina
Track expenses, set budgets, connect accounts
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.
Farmers State Bank of Canton
Aggregate accounts, track balances, manage finances
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and schedule payments. Transfer funds between accounts. Manage bills and loans.
Team Hewins, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.