Track expenses by entering amounts with one tap. Save transactions instantly without additional details. Sync data automatically with iCloud. View spending patterns and manage budgets efficiently.
Track income and expenses with categorized transactions. View daily, monthly, and yearly financial reports. Set budgets and monitor spending patterns. Generate summaries and export data for record-keeping.
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
