The app tracks expenses, account balances, and receipts for tax reporting and money management. It allows users to set up recurring transactions, perform transfers, and generate yearly PDF reports.
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Track expenses in real-time by capturing receipts and categorizing them. Enter custom amounts and notes. Sync data with company accounts. Apply VAT rates and legal regulations based on operating countries. Generate reports and manage approvals.
Record personal and professional with automatic trip tracking and logging. Support multiple vehicles and rates. Track expenses and capture images. Export data to CSV or HTML for detailed analysis.
Track expenses by date, merchant, category, and total. Sort expenses by date, merchant, and total. Export data in CSV format. Upload receipts as PDF or images. Search expenses by description and total.
Scan receipts to automatically categorize and log expenses. Track spending patterns and set budget limits. Generate detailed reports and export data for financial records. Sync across devices for real-time access and management.
Track expenses, receipts, budgets, and income using calendar, summary, or map views. Automatically download transactions from linked banks and Apple Card. Export all transactions for record-keeping. Set and monitor financial goals.