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.
Track expenses and income with real-time summaries. Add transactions quickly and organize by category. Set budgets and monitor financial health. Manage multiple accounts for different funds. View spending patterns and adjust habits accordingly.
Track spending with monthly budgeting, record expenses, and categorize transactions. View account balances, income sources, and credit cards in one dashboard. Plan payments by viewing upcoming and past transactions up to one year.
