Screenshots

See the whole thing

Every screen worth showing, on the device you actually use. Switch the toggle at the top and the whole page changes with it.

40 screens Mac · iPhone · iPad Real data, not mockups

Each row scrolls sideways — drag or swipe to see every screen.

Home

Open the app and the month is already summed up for you.

• Cash-flow header — money in, money out, ahead of last month or not
• A live “left to spend” figure after bills and one-off expenses
• Spending rings per category, with an AI insight when something drifts
• A Sunday weekly review, 6-month trends and year-over-year comparisons
• A dashboard you can reorder and hide sections on

Budgets

Set what each category gets — monthly and annual — and watch the rings fill.

• Monthly limits with rings, plus annual budgets for irregular bills
• A category list with rollover for the ones that don't reset
• Subscriptions detected and totalled for you
• An “overspend cover” that moves money between categories in a tap

Transactions

Every row — categorized, split, searchable, and on a calendar.

• Add income, expenses and transfers; split one expense across categories
• A cash-flow calendar showing every day's money at a glance
• Scan a receipt by photo, or import a statement
• Recurring bills on any cadence, a per-merchant view, and full-text search

Net worth & investing

Everything you own and owe, in one number with the history behind it.

• Cash, cards, loans, property, stocks and crypto in one net-worth figure
• Holdings with cost basis, live prices and per-position returns
• Asset allocation against a target, and a net-worth projection
• A cash-flow forecast of your liquid balance, and reconcile in one pass

Retirement planning

The hallmark: a plan stress-tested against history — see the full retirement page.

• A month-by-month projection of every account to the age you choose
• Monte Carlo across hundreds of futures, plus every real market since 1928
• “What-if” plans — retire at 55? — compared side by side
• A retirement cash-flow view, Social Security timing, and a PDF report

Goals & health score

Targets to aim at, and a single honest read on how you're doing.

• Savings goals and debt-payoff goals with milestones and target dates
• A 0–100 financial health score across five pillars, each with a next step
• A tax estimator built on the current year's brackets

Calculators

A dozen planning calculators — the money math you'd otherwise do in a spreadsheet.

• Mortgage, loan, refinance and rent-vs-buy
• Debt payoff, biweekly-payoff, and a FIRE / financial-independence model
• A paycheck breakdown and a tax estimator
• Every one prefilled from your own numbers

Insight & reports

Where the money went, and the paperwork at the end.

• Spending insights, trends and multi-year comparisons
• A Report Studio that assembles an investor-grade PDF
• Net-worth statements, income & spending, and a year-in-review
• CSV export and per-account statements

Business

A full set of books — kept entirely separate from your personal money.

• Invoices and estimates you build and send, with a client list
• Job profit, work logs, crew hours and a job schedule
• Expenses, receivables, mileage and receipts for Schedule C
• A business dashboard, and books that never touch your personal totals

Sharing

A partner, family or friends — each seeing only what you chose.

• A partner shares everything, both ways, with who-added-what on every row
• Family sees a read-only summary you control
• Friends see one scorecard and nothing else
• All of it through your own iCloud — nothing passes through us

Fin, on your device

Ask about your own money — and watch it answer.

• Answers from your live data: “will I make it to payday?”, “am I balanced?”
• Builds native charts on request — “chart my spending by category”
• Finds and totals your subscriptions, and flags the ones that went up
• Runs on Apple's on-device model, so the question never leaves your device

Make it yours

Accent colors, widgets, alerts and bringing your history in.

• An accent color that recolors the whole app, and configurable widgets
• Smart alerts — large purchases, bill changes, low-balance warnings
• Import from CSV, OFX, QFX, Excel, or a photo of a statement
• A feature-request box that goes straight to a real person

On your wrist

The Apple Watch app is a real companion, not a notification relay.

• This month's cash flow, budgets and net worth at a glance
• Log an expense from your wrist in two taps
• Goals and year-to-date progress, complications on your face

Get it