Set a budget, create a balance sheet
and monitor all of your credit cards and bank accounts in one place.
The budget feature allows you to define biweekly, monthly,
weekly income and expenses. You have the ability to specify
the account income will be deposited into or expenses
will be withdrawn from.
The calendar gives you a monthly summary of your income and expenses
broken down by account and presents them visually for you on a calendar
so you know which bills are due when and remind you when payments are due to
you from others.
The Balance Sheet Tracks
Equities: public and private
US Treasury Bills
The bank integration provides real-time credit card, checking and savings account balances
for your balance sheet. The bank integration supports 9,600 financial institutions. We
use Plaid to connect to your bank allowing us to access account data from large or small banks.
Contact us at [email protected] or test which banks are supported yourself using the plaid demo.
Our software never has direct access to your bank's username and password.
Our bank integrations are built with a well known and trusted third party Plaid which manages the bank login process ensuring it's secure.