Track and manage assets such as home, savings, and investments. Set financial goals and monitor progress. Receive alerts for account activity. Generate reports and analyze spending patterns. Sync data across devices.
Visualize income over 50 years with an interactive graph. Adjust dates to see income impact. Estimate annuities for FERS and CSRS employees. Optional upgrade for additional features.
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Track income and expenses to manage budgeting. Apply the 50/30/20 rule to allocate funds. Monitor spending habits and adjust categories. Set financial goals for utilities, housing, transportation, food, and clothing. Receive alerts for limits.
Share financial data with an AI for budget insights. Track expenses without accounts or data storage. Encrypt data locally and sync via iCloud. Receive analysis without exposing personal information.