Track financial goals and create a personalized plan based on lifestyle and objectives. Link accounts to analyze spending and identify gaps. Set meaningful goals and receive guidance on achieving financial wellness through weekly check-ins.
by TDC Companies Inc.★ 5.07 ratingsFinanceFreeData updated 2026-09-06
Create a custom visual financial plan with personalized settings. Automatically categorize transactions and track monthly expenses. Monitor available spending and upcoming bills. Ensure secure storage of financial information.
Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage spending limits.
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Track expenses, set budgets, and monitor spending habits. Visualize debt repayment plans and forecast cash flow. Receive alerts for upcoming bills and manage recurring payments. Sync financial data across devices.
Create budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.
The app provides basic financial activities such as money transfers, bill payments, and mobile top-ups. It also offers features like home screen customization, cardless ATM withdrawals, and a rewards program.
Manage finances with online account opening, instant transaction tracking, and smart search for payments and balances. Set personalized financial goals and access real-time updates. Verify identity through or 7-Eleven.
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Manage finances with real-time balance updates and 24/7 transaction monitoring. Transfer funds between accounts easily. Access accounts from computer, tablet, or smartphone. Track spending and set financial goals. Receive alerts for account activity.
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Track spending and income automatically by connecting bank accounts and cards. Categorize transactions, set budgets, and monitor expenses. Generate reports and analyze spending patterns to improve financial planning and decision-making.
The app allows users to view account history, fund performance, and savings strategy. It provides retirement guidance and a financial wellness experience with tools and articles.
Learn about tax laws and financial management with interactive lessons and quizzes. Access real-time tax calculations and scenario planning. Use Tax AI Chat for personalized questions and guidance.
Track mood, focus, and energy levels daily. Complete a Type Assessment for personalized plans. Set goals for stress reduction and happiness. Receive coaching tips and progress tracking. Sync with Apple for comprehensive wellness insights.
Calculate readiness with financial projections and shortfall analysis. Track progress toward goals. Set and monitor dates. Access premium features for early shortfall detection and affordability assessments.
Track income and expenses with detailed logging. Set savings goals and attach motivational photos. Implement spending limits to control budgets. Use advanced analytics to monitor financial progress and plan effectively.