Import OFX/QFX bank files and see spending patterns, account balances, and net worth instantly.
Track checking, savings, credit cards, investments, and loans in one unified view.
Organize transactions with custom tags. Auto-categorize recurring expenses for effortless tracking.
Set monthly budgets by category and get visual progress indicators showing where you stand.
Color-coded breakdowns of spending by category, merchant, and time period with exportable reports.
See your complete financial picture — assets minus liabilities, tracked over time.
Enterprise-grade security with row-level data isolation. Your financial data is encrypted, private, and never shared. Multi-user support lets families and teams collaborate.