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.
Track expenses with categories and tags. Add notes and set dates. View financial summaries daily, monthly, yearly, or custom. Customize start day for monthly views. Backup data to iCloud and export records. Use biometrics or password for security.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Log in with existing website credentials. Access secure account information on devices.
The app offers a mobile solution for business accounting, providing an overview of income and expenses. Users can manage invoices, record transactions, and access financial reports from any location.
Manage finances, track expenses, set goals, monitor
Track spending and set financial goals with budgeting tools. Monitor credit score and view consolidated financial data from multiple accounts. Control card settings including activation, transaction limits, and travel alerts.
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Manage benefits with secure login using existing website credentials. Navigate account information through intuitive menus.
Check balances and account details for HSA, HRA, and FSA accounts. View transaction history and spending reports. Manage funds by transferring between accounts or setting up recurring contributions.
The app provides a mobile spreadsheet application for iPhone and iPad. It supports formatting, formulas, and compatibility with major office solutions like Excel and Numbers.
Check balances, make transfers, pay bills, deposit
Check balances and review transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks by photo. Find branch locations and view account details.
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.