Track income and expenses with categorization and budgeting tools. Set goals and receive personalized recommendations. Monitor account balances and transaction history. Receive alerts for unusual activity. Generate reports and export data securely.
Automatic Bank Sync securely connects accounts via Plaid for daily transaction updates. Monthly Spending Overview provides a clear total spending summary. Track spending habits and gain insights to make informed financial decisions.
Track income and expenses across multiple accounts. Categorize transactions with a flexible hierarchy system. Add custom tags for detailed filtering and organization. Set up recurring transactions to automate regular payments.
Track expenses with minimal effort by entering amounts, selecting transaction types, and categorizing purchases. View total net worth using built-in currency rates.
Track and recurring expenses with automatic categorization and reminders. Set budgets, monitor spending trends, and receive alerts for upcoming payments. Export data and sync across devices for consistent financial oversight.