Investments
Know what you hold.
Review your holdings, their current values, and how your assets are distributed. Bring that perspective into conversations about your longer-term plans.
Connect today to retirementTracking
Your money.
The whole picture.
Bring balances, transactions, and everyday spending into one view. Follow the money moving through your accounts and see how the pieces of your financial life fit together.
No credit card needed. Start where you are.
Clarity, wherever life takes youA quick check. Then back to your day.
Your whole picture
Start with where
you are today.
Checking, savings, investments, and debt each tell part of the story. Your overview brings those pieces together, with your net worth and cash flow alongside your accounts.
- See account balances together
- Follow your net worth over time
- Keep income and spending in view
Everyday activity
Find the little things.
Understand the patterns.
A subscription here, a grocery run there. Review transactions, adjust categories, and add context to the purchases that make up your month.
- Search and filter account activity
- Keep categories and notes organized
- Understand the spending behind your budget
A little more perspective
From the daily details
to the bigger picture.
Keep the information you need close, whether you’re reviewing your investments or making sense of an uneven month at work.
Reports & work income
Make the numbers useful.
Review cash flow over your chosen period and export records as CSV or JSON. If you work for yourself, keep tagged business income and expenses in view, too.
Explore tracking for your businessEvery transaction, wherever you are
Catch it the day
it happens.
Transactions arrive already sorted, with the merchant, the category and the account on every row. Correct one on the phone and the rule sticks everywhere else.
- Sorted on arrival, not at the end of the month
- Fix a category once and it holds
- Search back through your whole history
A clearer picture starts here
A clearer view. A little more peace of mind.
Start with your accounts. See how the pieces of your financial life fit together.
Start freeFree plan. No credit card needed.
