Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
Manage finances by making and tracking payments, transferring funds between accounts, and checking balances. Set up direct deposits and bill payments. Monitor account activity and receive alerts.
The app allows users to manage accounts, view balances and activity, and deposit checks. Users can transfer funds, pay bills, and utilize money management tools for budgeting and debt planning.
Track income and expenses with unlimited transaction logging. Create main and subcategories for detailed financial reporting. Set budgets and monitor spending trends. Generate customizable reports and export data in multiple formats.
Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
Manage accounts by viewing balances and monitoring checking, savings, cards, and loans. Set up transaction and deposit alerts. Transfer money, make payments, pay bills, and deposit checks via photo. Pay loans and use the Money Management tool.