9.6

  • Budgeting & Goals: AI-powered transaction categorization, budget tracking with rollover support, cash flow summaries, subscription detection, and upcoming bill tracking
  • Investing: Net worth tracking across brokerage, retirement, crypto, and real estate accounts; live portfolio performance estimates and allocation breakdown
  • Unique Features: AI that learns and auto-tags spending patterns, budget rollovers, Zillow-based real estate tracking, Apple Design Award finalist; available on iPhone, iPad, Mac, and Web
  • Bank Sync & Alerts: Yes
  • Best For: iPhone and Mac users who want a beautifully designed, AI-driven app for spending, budgeting, and investment tracking in one place