View accounts, deposit checks, pay bills, transfer
View all accounts with single sign-on. Check balances, deposit checks, control cards, pay bills, transfer funds, and chat with representatives. Set up alerts and manage transactions.
Track expenses with automatic syncing via iCloud. Log transactions quickly using 3-second notes. Capture receipts by taking photos. Repeat transactions to generate entries automatically. Set biometric password protection for secure access.
Track income and expenses with custom pay periods. Add and mark bills as paid. Create multiple planning groups. Calculate distributions. View detailed financial summaries. Export data for record-keeping.