Automatic Bank Sync securely connects accounts via Plaid for daily transaction updates. Monthly Spending Overview provides a clear total spending summary. Track spending habits and gain insights to make informed financial decisions.
Monitor account activity with access to all accounts, balances, and transaction history. View statements and set alerts. Perform transfers and bill payments. Use multi-factor authentication for security. Enable GPS-based location features.
Track bank accounts, credit cards, loans, and investments. Categorize spending and income with custom categories. Set reminders for bills to avoid late fees. Create budgets to monitor spending on specific categories.
Manage personal and shared finances with customizable cards for different expenses. Split payments, contribute to group funds, and track contributions. Set up and manage Circles for collective funding and payments.
