Track expenses and income with quick transaction logging. View detailed reports and insights on spending habits. Create custom categories for organized budgeting. Sync data across devices and back up files securely. Manage budgets without ads.
Allows users to digitize documents via camera or file import. Edit PDFs, add signatures, and organize files into folders. Convert documents to PDF, share scans, and manage digital files efficiently.
Check balances, view transactions, pay bills, transfer
Check account balances, view transactions, and access statements. Pay bills, transfer funds, and use Zelle for payments. Deposit checks via . View pre-approved loan offers. Locate fee-free ATMs and credit unions. Manage credit and debit cards.
Scan receipts or photos to automatically generate expense items with details like merchant name, date, and total amount. Capture receipts using OCR technology for accurate financial tracking. Manually add details when needed.
Manage multiple accounts with real-time balance tracking. Add recurring or one-time transactions. Mark transactions as cleared or pending. Transfer funds between accounts. Reconcile transactions and view visual spending reports.
Manage payments and view billing history. Update and add preferred payment methods. Enroll in autopay. Update personal information. Access resident-only features and services. Receive notifications and alerts.