Track expenses by category and location. Set limits and receive alerts when nearing them. Generate monthly reports and visualize spending trends. Automate savings and debt repayment plans. Sync with bank accounts for real-time transactions.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Track spending with daily, weekly, and monthly summaries. Automatically sync bank accounts via Teller and Plaid. View real-time transactions and receive instant notifications. Monitor multiple accounts including checking, credit cards, and savings.
