Check account balances and view statements without logging in. Link external accounts to manage finances in one place. Customize dashboard settings. Receive alerts via , text, or email. Deposit checks using device camera.
Track recurring expenses with weekly, monthly, or yearly views. Receive notifications for upcoming due dates. Calculate total, remaining, or average costs across time frames. Group subscriptions by category. Supports multiple currencies.
Manage accounts with balance and activity views, secure sign-in via biometric authentication, and card lock/unlock features. Set alerts, deposit checks, transfer funds, and pay bills directly through the .
Track income and expenses with categorized entries. Set and monitor budgets. View spending patterns and savings progress. Receive alerts for transactions. Sync data across devices. Export financial reports. Manage multiple accounts and currencies.
Track expirations, counters, and inventories with color-coded visualizations and customizable settings. Set smart reminders for expirations. Sync data across devices using iCloud. Adjust color codes for individual items or apply global rules.
Manage corporate cards and expenses with real-time spending tracking and policy checks. Submit and approve expenses, request reimbursements, and send payments globally. Monitor account balances and set spending limits.
Track bills with detailed entry and payment history. Set for due dates to avoid late fees. Generate monthly reports to analyze spending by category. Sync data across devices for consistent access.
Accept payments through by connecting an account. Process sales directly to the Dashboard. Enable contactless payments with Apple Tap to Pay. Manage transactions and view history within the .