Personal Finance

Track your finances with bank accounts, budgets, and spending analytics.

Built for your workflow

Allocate funds to categories and track spending against limits.

Track income, expenses, and client payments in one place.

Visualize progress toward financial targets with analytics.

See your entire financial picture at a glance. Track account balances, recent transactions, and budget status from a single, unified dashboard.

Allocate funds to categories and track spending against your budget. Visual indicators show when you are approaching or exceeding limits.

Understand your spending patterns with detailed charts and reports. Identify trends, compare periods, and make informed financial decisions.

Bank Account Tracking

Connect and track all your bank accounts in one place.

Budget Envelopes

Allocate funds to categories and stay on budget with envelope budgeting.

Spending Analytics

Visualize your spending patterns with detailed charts and reports.

CSV Import

Import transactions from your bank with easy CSV upload.

This feature is fully included starting with the Rookie subscription.

Organize and track your work with powerful task management tools designed for productivity.

Upload, organize, and search your documents with OCR text extraction and automatic classification.

Chat with AI to manage your tasks, notes, and workflow.

Ask how much you spent on groceries this month, whether you're on budget, or to categorize recent transactions — instant answers from your data.

Attach receipts from documents, link transactions to contacts, and see spending in the context of your tasks and calendar.

Start tracking your money today.