The core JE-PFM platform is now available with accounts, transactions, OFX imports, and a real-time financial dashboard.
Import bank statements in OFX and QFX formats with automatic transaction categorization and duplicate detection.
Set category-based spending budgets with visual progress indicators and trend alerts.
Create your own tags, apply them to transactions in bulk, and merge or rename tags as your system evolves.
Visualize your spending with breakdowns by category, merchant, and time period.
Share your financial workspace with family members or team members using role-based access controls.