Features for managing your money
Income and spending
Assistant A dialog with the assistant: questions about reports and data drafts. Wallets and currencies The balance in each currency and net worth as one figure. Multi-currency tracking Totals in your home currency at the rate on each date. Categories and history History filters and category words. Reports 15 reports on spending, income and savings. Taxes Tax on income for a period, by the rules of your regime.
Everyday budget
Budgets Category limits and what is left per day. Recurring transactions Subscriptions and transactions by date. Automations Rules for categories, tags and notifications. Shared access Workspaces and access for other members.
Big purchases and savings
Your own integrations
API and MCP Your own tools and AI agents, with limited permissions.
Start with one statement
Upload a file from your bank and see your net worth for the months ahead.