Everything you need to master your money
Powerful features designed for busy families who want financial clarity without the complexity.
Consolidate All Your Money In One Place
Connect your bank and credit card accounts, providing a complete view of all your income and expenses. Transactions are automatically synced and imported.
Organize Your Data With Personalized Categories
Customize your reports by adding your own categories (e.g. Pet Care) to organize and track your financial data how it best suits your needs.
Review Transaction Details and Categorizations
Update transaction categories to your own preferences. The system learns your changes and automatically applies them to future transactions.
Set A Budget
Review your historical income and expenses, and adjust the auto-generated budget based on your own future expectations and goals.
Evaluate Your Financial Performance
Review your Profit & Loss (P&L) report that displays your current month progress and prior month performance. Click into the report for more details.
Identify Trends and Opportunities
Examine spend analysis charts and unusual activity to understand the drivers of your financial performance and find savings opportunities.
Ready to get started?
Create your free account and start managing your money like a CFO today.