Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
Link investment accounts and import data via MX or Plaid. Capture Apple Pay transactions with Siri Shortcuts or enter manually. Spouse can access same account. net worth and progress with charts. Set income targets and savings rate.
Track expenses by category and date. Set budgets and monitor spending against goals. View daily, weekly, and monthly summaries. Record transactions manually or through linked accounts. Receive alerts for overspending.
Track net worth by listing assets and liabilities. Set goals and monitor progress. Forecast future income and expenses. Analyze spending patterns and receive personalized insights. Create a roadmap with milestones to guide long-term planning.
View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.