Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely. Transfer funds between accounts. View account details and transaction history.
Receipts using camera or file import to extract data such as date, seller, and amount. Use OCR to select and input specific text. AI auto-detects and learns new fields for accurate tracking. Create expense categories and view summaries.
Scan receipts to extract amounts, dates, and merchant details using AI-powered OCR. Categorize expenses automatically. Track spending patterns and generate reports. Sync data across devices for easy access and management.
Track monthly spending with real-time balance updates and set spending limits. Customize income and expense categories for shared budgeting without linking bank accounts. Assign and manage to-do tasks with customizable completion conditions.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Access secure account information using existing website credentials. Navigate intuitive menus for account management.
Scan and store paper using your device's camera. Import and organize existing PDFs and images. Batch import multiple from folders. Manage categories and apply filters to sort and retrieve . Export in various formats.
Scan documents, receipts, ID cards, and contracts with AI-powered recognition. Automatically detect edges for accurate scans. Add digital signatures and send faxes directly. Organize and share scanned files securely.