Chapter 01 / Capture
Log money as it moves.
Record income, expenses, and transfers in seconds. Quick transactions and reminders keep the ledger current without busywork.
- Fast entryIncome, expense, and transfer flows with categories and notes.
- Quick transactionsReuse common amounts and categories with one tap.
- Recurring & remindersAutomate fixed bills and get nudged about the variable ones.
Start tracking →
Chapter 02 / Organize
Give every balance a home.
Group accounts, assets, and debts into wallets. Separate Spaces keep personal, household, and business money under one login.
- Wallets & net worthWatch net worth update as balances change.
- Categories that fitIncome and expense trees you control—not a rigid taxonomy.
- SpacesSwitch contexts without mixing the books.
Set up wallets →
Chapter 03 / Understand
See the story in the numbers.
Cash flow, category breakdowns, and net worth history stay readable—so decisions come from clarity, not guesswork.
- Clear analyticsPeriod filters and breakdowns that match how you think.
- Dashboard firstNet worth, income, and expenses where you land.
- Export anytimeYour data stays yours—exportable whenever you need it.
Open the dashboard →