The app allows users to manage personal banking transactions, categorize them, and generate reports based on budgets. It features a simple interface with data entry shortcuts and the ability to import transactions via QIF or OFX files.
Track expenses and categorize transactions. Set and adjust budgets using real-time analysis. Estimate for major purchases. Receive personalized financial advice via chat. Monitor budget scores and compare financial scenarios.
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.