Track and analyze the outcome of a long-term group of transactions.
For example, if you own rental property, you can use the cash flow to see the income from rent and expenses for maintaining the property all in one place. This can help you assess the financial performance of your rental properties and make informed decisions about your investments.
The 'project' is a special place where you can keep track of all the financial details for your household or a specific work project.
Each project is totally separate from the others, so you can focus on one thing at a time. You can also invite other people, like your partner or family members, to help you manage the finances for a project.
Collaborate and manage finances with other family members or trusted individuals. Grant viewing and/or editing access to specific accounts or projects within your account to other users.
For example, grant your partner view-only access to your checking account. Delegate financial responsibilities and collaborate on financial goals with others while maintaining control over your personal financial information.
Use a directory of counterparties, multi-level categories, and tags to choose the level of detail that works best for you.
For example, you can use the directory of counterparties to keep track of all your transactions with a specific vendor or service provider. You can use multi-level categories, such as subcategories of the 'Activities' category, like 'Gym memberships' or 'Personal training sessions', to organize your transactions. And you can use tags to add extra information or notes to your transactions.
Manage your finances in multiple currencies with ease. Our service allows you to use traditional fiat currencies as well as other financial assets like crypto, shares, and more.
You can switch between them easily and see the comprehensive view of your financial situation.
Plan ahead for your finances by creating and managing one-time and regular financial transactions.
Get an estimate of your future funds and use this feature to aid in budgeting, goal-setting and financial planning.
Take control of your finances. Create a budget for various expenses, such as groceries, entertainment, and transportation, and track your spending against it in real-time.
Identify areas where you may be overspending and make adjustments to reach your saving goals.
Safety and Security is a crucial aspect of our service. We ensure that your financial information is protected with advanced security measures, such as firewalls and regular security audits, to prevent unauthorized access to your data.
