Track expenses by category and location. Set limits and receive alerts when nearing them. Generate monthly reports and visualize spending trends. Automate savings and debt repayment plans. Sync with bank accounts for real-time transactions.
Automatic Account Sync connects and updates financial accounts in real time. Monitor assets, liabilities, and investments. View net with daily snapshots. Set budgets and track spending. Receive alerts for account activity.
Create monthly budgets to review categories. Track expenses with a simple interface. Carry over remaining balances when creating new budgets. Set up recurring expenses. View spending patterns by category. Securely store financial data on the device.
