Budgeting & Financial Planning
Take control of your finances with comprehensive budgeting tools, expense tracking, and financial planning features.
Everything you need to manage budgets, track expenses, and plan for financial success
Create detailed budgets with categories, limits, and automated tracking for better financial control.
Track all expenses with receipt scanning, categorization, and automated expense reporting.
Generate comprehensive financial reports including P&L, cash flow, and balance sheets.
Set and track savings goals with automated progress monitoring and milestone celebrations.
Track recurring bills, set up payment reminders, and manage due dates to avoid late fees.
Built-in calculators for loan payments, investment returns, and retirement planning.
Plan for the future with our comprehensive financial planning suite
Monitor and forecast cash flow to ensure you always have enough money for operations and growth.
Monitor your investment portfolio and track performance across different asset classes.
Organize your finances for tax season with automated categorization and tax document management.
Plan for retirement with comprehensive tools to track savings, calculate needs, and monitor progress.
Track the financial health of your business
Total assets minus total liabilities
Percentage of income saved each month
Monthly debt payments as percentage of income
Months of expenses covered by savings
Start budgeting, tracking expenses, and planning for financial success with our comprehensive finance tools.