View accounts, track transactions, set alerts, deposit
View account balances and transaction history. Access monthly statements and set up alerts. Deposit checks by photo. Initiate transfers and pay bills directly. Manage accounts from any location using a device.
Track income, expenses, and cash flow across all accounts in real-time. Ask questions about spending to get immediate, actionable answers. Automatically categorize transactions into meaningful groups. Set budgets and receive alerts for overspending.
Automatic Bank Sync securely connects accounts via Plaid for daily transaction updates. Monthly Spending Overview provides a clear total spending summary. Track spending habits and gain insights to make informed financial decisions.
Manage shared finances by creating and updating budgets. Track expenses and financial goals together. Connect bank accounts via Apple Wallet for UK users. View spending breakdowns and set reminders for payments.
