Aggregation
All your accounts and data in one place
Tracking
Budget
Easy-to-use budgeting helps you stay on target with your spending
Insight
Insight and analysis into your finances, customized just for you
Planning
Create a financial plan, and track your progress in real-time
Security
SOC2 certified since 2018, the same security certification required for banks
← 0.19425 Sep 7, 2023 0.19272 →
Improvements & Bug Fixes
Joint view of accounts
Account Sharing:
Controls are accessed from the Profile -> Account Share section