Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Set up balance alerts to monitor account levels. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks by capturing images of both sides. Reorder or disable debit cards remotely.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Create monthly budgets to review categories. Track expenses with a simple interface. Carry over remaining balances when creating new budgets. Set up recurring expenses. View spending patterns by category. Securely store financial data on the device.
