Track expenses and categorize transactions. Set limits and monitor spending. Share budgets with others for collaborative management. Access data across devices including smartphones and web browsers.
Create and manage financial records offline. Input transactions, categorize expenses, and generate reports. Sync data across devices when online. Store backups locally without internet dependency.
Track income and expenses with one-time or recurring transactions. Create custom categories and set budget limits. Establish income targets and view summaries in the home screen. Review detailed transaction records and sync data via iCloud.
Manage personal finances by creating wallets for different purposes. Track expenses with a wallet, schedule bills with a Bill wallet, and automate income with an Income wallet.
View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and make deposits via mobile check deposit. Lock or unlock cards manually. Access Zelle® for sending and receiving money.
Check account balances, transfer funds, deposit checks via photo, pay bills and loans, manage cards, and send money to contacts. Set transaction alerts and view spending reports.
Track expenses with categorized entries and custom tags. Set budget limits and receive alerts when nearing them. Generate reports and export data in multiple formats. Sync across devices and share receipts for expense reimbursement.