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.
View account balances and transaction history with details. Set and adjust card spending limits. Access income and spending statistics. Use biometrics or a quick access code for authentication.
Log daily expenses and categorize them automatically. Track monthly spending patterns and receive budget insights. Set financial goals and monitor progress over time. Export data and sync across devices.
