Create accounts and add transactions. Track spending by category. Set notifications for due transactions. Sync budgets across devices and with other users. Input future payments and expenses using a calendar.
Track client information, appointments, and service histories. Send mass messages to clients based on visit frequency. Search and query client details. Set default 15-minute appointment intervals. Manage communication and scheduling efficiently.
Track expenses with automatic transaction syncing via Plaid. Set budgets and receive AI-driven insights to identify overspending. View spending patterns and save money with personalized recommendations.
Track income and expenses with detailed logging. Set savings goals and attach motivational photos. Implement spending limits to control budgets. Use advanced analytics to monitor financial progress and plan effectively.
