View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
Track expenses, record income, plan budgets, generate
Track expenses and record income with detailed categorization. Create and adjust budgets. Generate financial reports and view real-time summaries. Set reminders for bills and payments. Sync data across devices for consistent access.
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
