The app allows users to track and manage assets and net worth with custom categories, tags, and locations. It supports foreign currencies and provides multiple charts for financial progress analysis and reporting.
by Blue Plum Software Inc, The★ 0.00 ratingsFinance$149.00Data updated 2026-10-22
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Track income and expenses with automatic category assignment and budgeting. View charts and analytics for spending patterns and income sources. Set tags for transactions and monitor financial goals.
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
