Track expenses, income, and transfers with detailed categorization. View total balance, net worth, and recent transactions in a global overview. Set monthly budget limits and monitor spending against them.
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Expenses with quick transaction entry, categories, tags, and notes. Use voice input to log expenses hands-free. Attach receipt photos and tag locations. View spending through charts, monthly trends, category breakdowns, calendar, and map views.
