Track expenses, set budgets, and monitor savings progress. Log transactions with categories and tags. Generate monthly reports and receive alerts for spending trends. Sync data across devices and export statements in PDF format.
Track expenses by categorizing and recording transactions. Set and adjust budgets for different spending areas. Monitor spending progress and receive alerts when nearing limits. Sync financial data across devices.
View account balances and transaction history in real time. Add and edit transactions manually or through syncing. Create and organize accounts and categories. Set budgets, reminders, and recurring transactions.
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.
Track income and expenses with categorization and custom tags. Set monthly budgets and receive alerts for overspending. Generate reports and view spending trends over time. Sync data across devices and link accounts for automatic updates.
Automatic Bank Sync securely connects accounts via Plaid for daily transaction updates. Monthly Spending Overview provides a clear total spending summary. Track spending habits and gain insights to make informed financial decisions.