Net Worth Tracking
See assets and debts together instead of one account at a time
Review your finances in one place.
See your accounts, bills, budgets, and goals together. Connect a supported AI tool if you want to ask questions about your data.
Subscription Tracking
Review recurring subscriptions with costs converted to monthly amounts
Bill Calendar
Review upcoming bills in calendar and list views
Transaction Search
Search transactions by merchant, category, amount, date, or account
Bank Account Sync
Review supported account balances in the same clear view
Cash Flow Analysis
Review income, expenses, and category flows over a chosen period
Connect your data to a supported AI tool.
Read your data and approve changes to Warm records with supported API and MCP tools