Plan
- Starter financial plan
- Recurring planned income and bills
- Flexible spending forecasts
- Planned and Actual entry types
Features
Financial planning tools organized around your monthly workflow
Build the plan, track activity, understand results, and stay informed from one application.
Import & Organize
- PDF and CSV statement imports
- Preview and approve imported rows
- Suggested categorization
- Duplicate detection
Understand
- Monthly financial dashboard
- Planned versus actual comparisons
- Category breakdowns
- Budget health and insights
Save
- Savings goals
- Available savings visibility
- Monthly contribution tracking
- Progress charts
Stay Informed
- Email alerts
- Push notifications
- Weekly recap reports
- Google Calendar and ICS options
Protect & Control
- Private accounts
- Multi-factor authentication
- No automatic bank linking
- Account deletion controls
Manage Transactions
- Card and ledger views
- Recurring transaction series
- Grouping and ordering
- Receipts and invoices
Build Habits
- Coins and badges
- Streak recognition
- Leaderboard opt-in
- Planning activity rewards