Finance Management

• Transaction Import: Import bank statements automatically via CSV/PDF, with custom categorization rules and virtual envelopes.

• Budgets & Envelopes: Manage budgets using methods like 50/30/20 or the envelope system.

• Subscriptions: Track and manage recurring payments and subscriptions.

Analytics & Reports

• Generate insightful charts and trend reports to understand your financial behavior.

• AI Assistant: Connect with AI models like Claude or ChatGPT for smart categorization and personalized financial advice.

Assets & Investments

• Portfolio Tracking: Monitor stocks, ETFs, cryptocurrencies (Bitcoin, Ethereum), real estate, and vehicles.

• Net Worth Overview: Get a complete overview of your financial standing.

• Savings Overview: Track savings for utilities, mortgages, and other household expenses.

Calculators

• Mortgage calculator

• FIRE (Financial Independence, Retire Early) calculator

• Inflation calculator

• Investment and Debt Payoff calculators

• Vehicle Total Cost of Ownership (TCO) calculator

Key Features

• All-in-one Platform: Consolidate all your accounts, investments, and expenses in one place.

• Security: Features encrypted connections, GDPR compliance, and 2FA protection.

• AI-Powered Insights: Leverage AI for smarter financial decisions and data management.

• Multi-profile Support: Suitable for individuals, couples, and families.