Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Track expenses with minimal effort by entering amounts, selecting transaction types, and categorizing purchases. View total net worth using built-in currency rates.
Record assets and assign categories with optional values. Maintain a manual net worth and capture periodic snapshots. Receive a daily signal without automatic updates or inferred data. Store all information locally with no cloud or sharing features.
Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Track income and expenses to manage monthly budgets. Set financial goals and monitor progress toward target net worth. Calculate net worth in real-time and adjust goals as needed. Sync financial data across devices for consistent tracking.