8.9

  • Budgeting & Goals: AI-powered budgets, net‑worth tracking, automated money “Moves” toward goals
  • Investing: Limited (shows linked investment accounts but not full broker)
  • Unique Features: Two‑tap AI budgets, MyPlan™ financial planning, spending insights, Daily Digs & partner perks
  • Bank Sync & Alerts: Auto bank sync with 99% of US & Canadian institutions
  • Best For: Users who want AI‑guided budgeting & automated financial planning