Ledger and checkbook register
Track accounts with clear balances, cleared status, reconciliation history, search, categories, transfers, receipt attachments, and manual control.
Unlimited ledger transactions Cleared and reconciled transaction protection Category, memo, household member, split, and receipt support
Bills and recurring transactions
Keep upcoming bills, autopay notes, recurring income, and recurring expenses visible before they hit your account.
Bill reminders with payment history Recurring schedules with optional auto-posting Dashboard widgets for upcoming activity
Budgets, goals, and debts
Plan ahead with monthly category budgets, savings goals, debt payoff cards, drag-to-arrange payoff timelines, and realistic payment history.
Budget remaining by category Savings goal progress Debt payoff estimates and custom payoff timeline
Forecasts, reports, and backups
See what is coming next, review where money went, export data, and keep a complete workspace backup.
30-day forecast on Free 60/90-day forecasting with Pro CSV export and full backup tools