Track income and expenses with AI-powered categorization. Set and adjust budgets. Receive spending insights and alerts. Sync transactions across devices. Generate reports and export data. Manage recurring bills and savings goals.
Plan and manage events with pre-set task templates for weddings, conferences, and gatherings. Assign tasks, set deadlines, and track progress. Share updates with guests and send reminders via email or SMS.
Link investment accounts and import data via MX or Plaid. Capture Apple Pay transactions with Siri Shortcuts or enter manually. Spouse can access same account. net worth and progress with charts. Set income targets and savings rate.
