Manage transactions by adding receipts and memos to checking accounts. Send funds, deposit checks, and view cards. Track daily tasks with a to-do list and set reminders. Start an LLC directly through the .
Manage shared finances by creating and updating budgets. Track expenses and financial goals together. Connect bank accounts via Apple Wallet for UK users. View spending breakdowns and set reminders for payments.
Review and manage policies and documents. Access and download ID cards instantly. Make monthly payments and download invoices. Report claims and track payment history. View policy details and update personal information.