Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
by Phoenix Digital, LLC★ 5.012 ratingsFinanceFreeData updated 2026-09-06
Track expenses, income, and transfers with detailed categorization. View total balance, net worth, and recent transactions in a global overview. Set monthly budget limits and monitor spending against them.
Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.
Calculate monthly financing costs by selecting down payment, interest rate, amortization, and principal and interest. Analyze single-family, multi-family, and investment properties. View income, expenses, and projected ROI in one interface.
Rental property deals with detailed analytics and preset values. Track deals in a portfolio and edit existing entries. Share deals with others and add photos. View portfolio summaries and take notes within each deal.
Calculate closing costs and generate seller net sheets and buyer estimates with preloaded city/county data. Access real-time calculations, customize forms, and export documents.