How can we help you?

Learn how to add cash, bank, or investment accounts to track your balances and transactions.

Track your investments by adding stocks and ETFs to your portfolio.

Automate your savings with smart rules like Round-ups and Pay Yourself First.

Learn how to add cryptocurrency holdings to your investment portfolio.

Learn how to add bond holdings to your investment portfolio.

Learn how to set up and track your financial goals to save for specific targets.

Learn how we use advanced AI models to provide personalized financial advice while keeping your data private and anonymous.

Learn how to add time deposit holdings to your investment portfolio.

Learn how to track income, expenses, and manage transfers between accounts.

Learn how to create, edit, and maintain your list of contacts to track loans and outstanding balances.

Learn how to track money you lent, add payments, and automate reminders.

Share debt status with non-registered users via secure read-only links.

Learn how to automate your savings with smart strategies like Round-Ups, 50/30/20, and more.