What we have
to offer.

01 / Financial overview

Your whole financial picture.

See Main Account, Investment Portfolio and Rest Easy together. Keep spending, investments and reserves in view.

02 / Connections and sync

Connect your banks and brokerages.

Supporting over 2,361 banks and 37 brokerages across the world.

Enable automatic sync and imports for connected bank accounts.
Sync brokerage holdings and activity through a read-only connection.

03 / Bank Activity

New activity, ready to review.

Mapped payments can go straight to your ledger. Review other bank activity in Reconciliation, check the pre-filled details and add it to the ledger.

04 / Brokerage Activity

Keep your portfolio in step.

Sync holdings and brokerage activity. Review items that need attention, confirm their type and amount, and categorise income or expenses.

05 / Cashflow, Rest Easy, Gaussian, and Heatmap

See the patterns in your money.

Follow money in and out with Cashflow and reserve balance with Rest Easy. Compare spending distributions with Gaussian and view daily spending in the Heatmap.

06 / Budgets and sinking funds

Plan everyday spending and future costs.

Set budgets for regular spending and build sinking funds for planned costs. Track budget usage and progress towards each fund’s target.

07 / Loans

See the path to paying off debt.

Track balances, repayments and interest. Compare your projected payoff with the scheduled plan, and see how overpayments affect the cost and timeline.

08 / Subscriptions

Keep recurring charges in view.

Track active and cancelled subscriptions. See average charges, payments seen and the last renewal, with details linked to the original transactions.