View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
The app offers a comprehensive suite of financial calculators for phone and tablet. It includes tools for finance, investments, loans, mortgages, retirement, bonds, stocks, credit cards, auto loans, leases, and business accounting.
Track expenses and income with daily budget limits and adjustable spending caps. Scan receipts using AI for automatic categorization. View combined wallet balances and set budget goals. Sync data across devices and receive alerts for overspending.
Track net worth for alternative investments like precious metals and cryptocurrencies. Record transactions, calculate gains and losses. Input asset quantities to start tracking from any date.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Share financial data with an AI for budget insights. Track expenses without accounts or data storage. Encrypt data locally and sync via iCloud. Receive analysis without exposing personal information.