TRACKING
TRACKING
Tracking made easy, so it never feels like a hassle.
Tracking made easy, so it never feels like a hassle.
Tracking made easy, so it never feels like a hassle.
Having all your accounts in one place makes it simpler than ever to stay on top of your finances—from daily spending to growing your net worth.
Having all your accounts in one place makes it simpler than ever to stay on top of your finances—from daily spending to growing your net worth.
NET WORTH
Chart your net worth over time
Combine bank accounts, real estate, investments, credit cards, loans, and more. Sync real estate values with Zillow Zestimates. Filter and view assets, liabilities, and net worth reports as needed.
Combine bank accounts, real estate, investments, credit cards, loans, and more. Sync real estate values with Zillow Zestimates. Filter and view assets, liabilities, and net worth reports as needed.
TRANSACTIONS
See what's coming and going
Effortlessly search through all your transactions, across every account. AI-powered categorization provides the insights you need, without the hassle. Swipe to quickly review or edit transactions as they arrive.
Effortlessly search through all your transactions, across every account. AI-powered categorization provides the insights you need, without the hassle. Swipe to quickly review or edit transactions as they arrive.
REPORTS
Reports and charts that are as powerful as they are beautiful
Explore various reports, including the Sankey diagram. Tailor reports for valuable insights. Zoom in on details or zoom out for an overview of time frames and spending.
Explore various reports, including the Sankey diagram. Tailor reports for valuable insights. Zoom in on details or zoom out for an overview of time frames and spending.
INVESTMENTS
Your diverse portfolio of investments, together in one place
Track stocks, mutual funds, 401ks, ETFs, crypto, and more. Spot top performers and decide where to invest next. View your investment allocation and adjust your risk profile.
Track stocks, mutual funds, 401ks, ETFs, crypto, and more. Spot top performers and decide where to invest next. View your investment allocation and adjust your risk profile.
