Track expenses, receipts, budgets, and income using calendar, summary, or map views. Automatically download transactions from linked banks and Apple Card. Export all transactions for record-keeping. Set and monitor financial goals.
Track expenses by category and set monthly budgets. Add transactions manually or scan receipts for auto-fill. Manage recurring bills and plan spending without bank integration. View detailed spending reports and adjust budgets as needed.
Create and submit reports with categorized entries for travel, supplies, meetings, and miscellaneous costs. Add receipts, notes, and dates. Export reports in PDF or Excel format. Share reports via email or messaging apps.
