Powerful Features for Complex Finances

Track accounts in USD, CAD, EUR, GBP, JPY, AUD, and other currencies. Automatic FX rate updates ensure accurate reporting.

near real-time FX rate updates using reliable market data. Allows you to view your dashboard in any supported currency.

See your total net worth calculated in your preferred currency with historical FX rate tracking for accurate time-series analysis.

Track all your holdings across multiple brokers in one place. Support for stocks, ETFs, crypto with near real-time market prices.

ACB (Average Cost Basis) for Canadian tax reporting and LOTS tracking for US with multiple sell methods: FIFO, LIFO, specific lots, tax optimized, and average. Allows you to have accurate data for taxes, portfolio management, and reporting

Track realized and unrealized gains/losses. Detailed performance metrics with P/L calculations and return percentages across all positions.

Hierarchical parent-child categories with preset defaults and unlimited custom categories. Income/expense classification with tax relevance flags.

Import transactions from any bank via CSV with field mapping and validation. Bulk upload thousands of transactions and get started in few seconds

Automatic running balance calculations for all accounts and transactions. See exact account balance after every transaction

Forex transactions allows you to transfer money between accounts with different currencies. Use current exchange rate or your own custom rate for the transaction

Monthly spending caps, and insights into your financial health and allocations. Quick setup your budgets based on your historical spend, or create a new budget. Budgetting tracks your income, all your spend, and other commitments such as credit payments.

Cash (chequing/saving or cash), Credit, Brokerage (with cash accounts and investments), and Tracking (For tracking reimbursements such as business expenses)

Track business expenses, insurance claims, refunds, and any money owed to you. Transaction status tracking to find out what's pending/requested/reimburesed. Dashboard shows you what are owed

View accounts grouped by type, institution, or currency with automatic currency conversion.

Enterprise-grade encryption for all data in transit and at rest.

We never sell or share your data. Your financial information and data belongs to you

Export all your data anytime in CSV format if you want to stop using our service. You own your financial data, not us. Delete your account and all data whenever you want.