One price, every feature. Here’s the whole thing — grouped the way the app is.
Current, savings, credit and cash accounts plus investment, property, vehicle and loan accounts. A fast multi-account register with an all-transactions view, transfers, reconciliation against statements, and payee management with aliases.
OFX / QFX / QIF / CSV import with a smart mapping wizard for unknown formats, OFX Direct Connect, and count-aware de-duplication so re-imports never double up.
Coming Automated bank feeds (UK/EU + US) — coming.
Real holdings tracking with cost basis, unrealised and realised gains, dividends (incl. DRIP) and returns including IRR. Stocks, funds, bonds and options, with automatic price history via your own data-provider key and per-security performance.
A genuine envelope + zero-sum hybrid: a 12-month editable matrix, per-month allocations, rollover, bills tied to scheduled transactions, a stepped burn-down chart, and savings or pay-down goals that can span multiple accounts.
Spending over time, Income over time, Income & Expense, Net Worth, Category & Payee, the Sankey cash-flow view, and Investment Returns — all click-through to the underlying transactions.
True multi-currency accounts and holdings, daily FX rates, manual rates, and cross-currency transfers that record the real rate — built for cross-border households.
Amortising loan accounts with a full payment schedule and pay-down goals, so you can see the principal-and-interest split on every payment.
Continuous auto-save, automatic timestamped snapshots with grandfather-father-son retention, a one-click data library for fixtures and backups, and light + dark themes.
