AI-Powered Chat
Ask questions about your finances in plain English. Get instant, intelligent answers without digging through reports or spreadsheets.
- "How much did I spend on groceries?"
- "What's my total income this month?"
- "Show me my biggest expenses"
- "What is the 50/30/20 rule?"
- Instant answers in under 1 second
Smart Budgeting
Create category-based budgets and track your progress in real-time. Visual progress bars show exactly where you stand.
- Multiple budget categories
- Visual progress indicators
- AI can answer budget questions
- Overspending alerts
Financial Health Score
Get a comprehensive view of your financial wellness. Track key metrics like savings rate, debt-to-income ratio, and emergency fund status.
- Overall health score
- Key financial metrics
- 6-month trend analysis
- AI-powered recommendations
Bill Tracking
Never miss a payment. Track all your recurring bills with clear status indicators showing what's coming up, overdue, or active.
- Monthly, bi-weekly, quarterly, yearly tracking
- Coming up / Overdue alerts
- Total monthly equivalent view
- Payment history
Transaction Management
Import bank statements or add transactions manually. Powerful filtering and auto-categorization keeps everything organized.
- Import CSV, Excel, OFX files
- Auto-categorization with AI
- Monthly income/expense summary
- Advanced filtering & search
Financial Goals
Set savings goals and track your progress. Visual progress bars and target dates keep you motivated and on track.
- Multiple savings goals
- Progress tracking
- Target dates
- Visual progress bars
Predictive AI Insights
Go beyond basic tracking with deep AI analysis. Get cash flow forecasts, expense predictions, and actionable recommendations.
- Cash flow forecasting
- Expense predictions
- Subscription inflation warnings
- Actionable recommendations
