Cash flow tracking
Track income and spending across all of your accounts
Monthly, quarterly, yearly. Spending trends. By category. By custom category. Analyze your cashflow however you want.
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State of the art transaction classification
A fine-tuned ML engine that is superb at categorizing transactions. Most importantly, once it learns your preferences you'll spend almost no time re-categorizing.
Custom categories to your heart's content.
We all think about our money a little differently. So in addition to the default categories, you can categorize your transactions however you want.
Best in class privacy and security
Encrypted
Your data is encrypted while it is stored and when in transit to and from our servers.
Anonymized
We use aggregated and anonymized data for internal analytics and business purposes.
Secure
We do not see or store your bank login credentials. We use Plaid to connect to financial institutions.