Table of contents
Dashboard
- Recent transactions
- Snapshot - expenses, income, net flow
- Cash & credit available
- Investments overview
- Insights, balance sheet, trends
- Budgets, credit score, recurring merchants
- Credit limit & usage, utility reminders
- Transaction calendar
Transactions
- Transaction filters & tags
- Edit, split, change merchant or category
- Manage merchants & categories
- Add a transaction manually
- Category, merchant & tag rules
Flow
- Income and expenses
- Cash flow
- Recent expenses & income
- Merchant and category insights
- Spend share by category
Budgets
- Create category, merchant or tag budgets
- Savings, weekly and yearly budgets
- Zero-sum budgeting
- Budgeted vs. non-budgeted transactions
Debts
- Credit and loans
- Credit usage trends
- Update credit limit, due date & interest rate
- Mortgage, loans & card payment history
Bills
- Bills and reminders
- Recurring & utility bills
- Billing calendar
- Custom reminders
- Credit card payments
Investments
- Holdings and balances
- Portfolio across brokerages
- Track performance over time
Reports
- Tags, categories, merchants
- Recurring & large transactions
- Weekly & monthly reports
- Cash available & credit usage
Accounts
- Edit account type, deactivate, refresh
- Edit or delete accounts
- Link via Plaid, Finicity, Sherpa, Yodlee
- Add a manual account
Transaction calendar
- Day-by-day view
- Monthly cash flow at a glance
Documents & bills
- Upload receipts
- Preview & download
- Track upload history
Alerts
- Set thresholds
- Text & email preferences
- Suspicious activity notifications
Settings
- Edit contact, billing, account
- Granted, owned & revoked access
- Delete account
- Alerts, security & passcode
- Invite, support & feedback
Desktop app
- Download for Windows, Mac and Linux
- Same experience as web
Need a hand?
If anything ever feels unclear, AI Copilot is one tap away inside the app to walk you through it - or visit our contact page and our team will get back to you fast.