Assets
Accounts and cards together
See current balances, card usage, limits and upcoming payments in one place.
- Choose which accounts count toward total assets
- Set card closing and payment dates
- Review monthly history by account or card
Features
Everything connected to one future view.
Accounts, cards, upcoming transactions and everyday planning work together.
Future
Project your balance from upcoming plans
See the expected balance after each future income or expense and spot the first shortfall.
- Group plans by date
- Open each day for details
- Choose income-first or expense-first calculation
Record
Record without the guesswork
Enter amount, name, date and payment method on one clear screen.
- Choose an account or card
- Attach tags, notes and photos
- Mark an uncertain amount as pending
Pending
Keep uncertain amounts visible
Pending transactions appear in purple and behave like normal income or expenses until you replace the estimate.
- Useful for dinners, trips and variable bills
- Included in future calculations
- Update later with the final amount
Photos
Add photos your way
Choose an existing image or take a photo while recording a transaction.
- Camera and photo library
- Keep receipts with the transaction
- No Apple Intelligence reading
Recurring
Send recurring money into the future
Automatically create weekly, monthly or yearly salary, rent and subscriptions.
- Choose an end date
- Save the payment method
- Adjust weekend dates without shifting the cycle
Templates
Reuse complete entry templates
Recall names, amounts, notes and payment methods in fewer taps.
- Accounts and cards included
- Works for income and expenses
- Edit before saving
Budget
Plan budgets and savings too
View daily budgets and savings goals alongside your future room to spend.
- Monthly budget progress
- Savings targets
- Connected to everyday decisions
History
Review the system history
Each transaction shows when it was created and what changed.
- Amount before and after
- Pending-status changes
- Read-only automatic record
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