Net Worth at a Glance
Get an instant overview of your complete net worth across all your accounts and investments in one unified dashboard.
Smart Budgets
Create, manage, and share budgets that use your spending patterns to help you reach your financial goals.
Nested Categories
Organize your transactions with flexible, hierarchical categories that give you deeper insights into your spending breakdown.
Automated Account Aggregation
Seamlessly connect your bank accounts, credit cards, and investment accounts for real-time transaction updates.
AI-powered Chat
Get personalized financial insights and answers to your money questions using our intelligent AI assistant.
Sharing for Couples & Families
Share financial data securely with your partner or family members to manage joint finances and goals together.
CSV & PDF Importing
Easily import transactions from bank statements and financial reports in CSV and PDF formats.
Investment Tracking
Monitor your investments across stocks, bonds, crypto, and real estate with comprehensive performance analytics.