A WORKSPACE THAT FITS YOU
From today’s balance to next month’s possibilities.
Connect the accounts you choose, teach the system how you organize money, and give each member the right access.
Your financial picture at a glance.
Checking and savings, cards due, projected month-end cash, income and spending, recurring costs, and unusual activity.
- Drag cards into your preferred order
- Compare months and every available category
- See institution and last four digits
Housing $2,800
Food & dining $1,120
Travel $840
Seven more categories
Representative preview · fictional data
Every transaction, organized your way.
Filter available history and correct categories without losing original source information.
- Filter by status, date, type, source, category, and amount
- Separate income, spending, and transfers
- Teach future merchant categorization
Representative preview · fictional data
Understand the number behind every chart.
Review history or forecast future cash flow. Click a bar to see included transactions, then export visual reports.
- Past periods or 30–120 day forecasts
- Income and expenses side by side
- Optional investment cash flow
- Tables, pie charts, and Excel export
Green: income · Coral: expenses · fictional data
Useful for a household. Structured for a team.
Each customer receives an isolated workspace. Admins manage members, sources, reports, and service requests.
- Admin and view-only roles
- Account inclusion and color controls
- Assets and expected returns
- Operational super-admin view without transaction browsing
Passwords stay with the identity provider. Admins send secure reset flows—not passwords.
Representative preview · fictional identities