The books
Every account, and what is actually going on.
Every account in one net worth, sorted as it lands, with budgets, goals and the subscriptions that went up. Then a business side too, if there is one.
All of the personal half is on every plan: one net worth, categorisation, budgets, goals, recurring and reports. Splitting one charge across both books and attaching receipts are on Business.
Every account, one net worth
Checking, savings, cards, brokerage, the business bank. Balances by institution, history from the first sync.
Net worth
$60,875.91
$27,597.73
$33,278.18
Personal, business, or both
Rules categorize what they recognize. A charge that was genuinely both is split once and each side lands where it belongs.
Every row, categorized
One menu on the row, and a rule is written from your answer.
Lena Ortiz Studio
Aug 25, Business Checking
Where it went
Income through to what is left, by month and by books; the top categories, direct-labelled.
Where the year went
Recurring, and what went up
Charges detected from cadence, duplicates, and a sustained price rise named on the row.
Resend
$25.00
was $20.00
A spouse in the same books
Their own login, their own layout, the same rows. One plan covers the household.
Two logins, one set of books
One plan covers the household
Receipts, with the $75 line stated
A paperclip on the row, a camera on a phone, and the worksheet says how much over the line has nothing behind it.
CSV in, everything out
Import from any bank with a preview and dedupe. Export every row as one document, any time.