Dashboard with balances, budgets, bills, and goals
Open to a home view that surfaces your total balance, monthly trend, account snapshots, savings goals, and upcoming bills.
- Total balance + trend chart
- Budget and savings summaries
- Upcoming bills and subscription prompts
Accounts, credit cards, and category management
Organize wallets, bank accounts, credit cards, and categories with sorting, archive, statement, and visual customization options.
- Multiple account types
- Credit card statement support
- Custom category icons and colors
Fast transaction tracking with search and filters
Record income, expense, transfer, and fee entries quickly, then find anything later with filters, presets, grouping, and search.
- Income, expense, transfer, and fee entries
- Saved filter presets and calendar view
- Split transactions and quick add
Budgets, bills, goals, forecasts, and financial health
Plan monthly spending and longer-term priorities with budget cards, bill reminders, savings goals, forecasts, and health views.
- Monthly budget progress
- Bills reminders, snooze, and mark paid
- Goals, forecasts, and finance health views
Debt payoff and obligation tracking
Premium Stay on top of debt with payoff planning, borrowed and lent obligation records, and detailed settlement flows.
- Snowball and avalanche payoff planning
- Borrowed and lent obligation tracking
- Settlement, archive, and history views
Reports, net worth, investments, and trends
Review spending from multiple angles with charts, breakdowns, top merchants, trend views, net worth, and investments dashboards.
- Spending overview and breakdown charts
- Top categories, tags, and merchants
- Net worth and investments dashboards
Rules, recurring transactions, and reminders
Premium Automate repetitive finance work with rules, recurring entries, bill reminders, and background reminder jobs.
- Transaction rules engine
- Recurring transaction generation
- Bill and daily reminder scheduling
CSV tools, backups, and receipt OCR
Bring data in, export it out, and keep records complete with CSV and spreadsheet tools, local backups, attachments, and OCR assistance.
- CSV and spreadsheet import
- Backup export and restore
- Receipt attachments with OCR suggestions
Themes, language, and app security
Tune the app to your setup with currency and month-start preferences, theme palettes, fonts, privacy mode, and app lock.
- Theme palettes, fonts, and custom colors
- Language, currency, and month-start settings
- PIN, biometrics, and privacy mode
Widgets, shortcuts, and deep links
Premium Jump into key actions faster with launcher shortcuts, widgets, and deep links that open the screens you use most.
- Quick add launcher shortcuts
- Widget support and refresh actions
- Deep-link routing to key destinations