Check balances, track transactions, transfer funds, pay
View account balances and transaction history. Transfer money between accounts and pay bills. Deposit checks and pay loans. Send funds via mobile number or email. Locate branches and track budget and savings goals.
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Create budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Create and manage financial records offline. Input transactions, categorize expenses, and generate reports. Sync data across devices when online. Store backups locally without internet dependency.
Track balance, record transactions, organize categories
Track available funds and total balance in real-time. Record income, expenses, transfers, and investments. Organize transactions by type. Add financial records with a few taps. Store financial data securely on the device.