Track expenses by categorizing them and view spending patterns. Set savings goals and receive monthly reminders. Monitor income and progress with visual charts. Adjust budgets and receive alerts for financial milestones.
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
Calculate net income after federal, state, and local taxes, FICA contributions, retirement savings, and payroll deductions. Compare job offers, plan retirement, and optimize tax strategy. Break down pay for annual to weekly frequencies.
The app uses AI to optimize interactions and personalize shortcuts for faster payments and operations. It offers a Financial Coach to diagnose savings capacity and provide a plan to improve financial habits.
Create and send professional invoices, estimates, and receipts instantly. Customize templates, add client details, and generate documents on the go. Share via email or save as PDF. Track payments and manage multiple clients within the .
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Invest in US stocks with commission-free trades. View real-time market data and charts. Access educational content and investment simulations. Place orders and track portfolio performance. Receive regulatory compliance updates.
Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.
Earn rebates on Forex trades by selecting from 40+ MT4 and MT5 brokers. Track rebate rates and apply them to trades in your account. Receive payments for trades in gold, silver, crude oil, stocks, futures, and currencies.