Track expenses in real-time with automatic categorization of transactions. Consolidate bank accounts through Open Banking. Monitor spending patterns and set budgets. Receive alerts for unusual activity. Export financial data for analysis.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
View account balances and transaction history with check images and statements. Add accounts from other financial institutions. Transfer funds between accounts. Pay bills or individuals. Deposit checks via photo. Suspend or activate debit cards.
Automatic Account Sync connects and updates financial accounts in real time. Monitor assets, liabilities, and investments. View net with daily snapshots. Set budgets and track spending. Receive alerts for account activity.
Track cash, savings, credit cards, assets, liabilities, and funds. Organize transactions by category or tag. Set budgets to control expenses. Schedule recurring transactions. View spending and income trends over time.
Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.
Track expenses and income with quick transaction logging. Customize accounts and categories with icons and colors. Sync across devices and set flexible budgets. Manage recurring transactions and use a built-in calculator and currency converter.