Automatic Account Sync connects and updates financial accounts in real time. Monitor assets, liabilities, and investments. View net with daily snapshots. Set budgets and track spending. Receive alerts for account activity.
Track expenses and income across multiple accounts. Set transaction markers for deposits, negative balances, and credit card usage. View financial progress with visual charts and summaries. Sync data across iPhone, iPad, Apple Watch, and Mac.
Create personalized financial plans to set savings goals and track progress. Set budgets and monitor spending habits. Learn about money management through interactive lessons and quizzes.
