Features
Features built for everyday money
From the first transaction to a shared household workspace, here is everything you get.
At a glance
The whole toolkit
Building blocks that work together, so money never live in separate apps.
Separate workspaces
Keep family, business, and side-project money completely apart. Every workspace has its own transactions, members, accounts, and totals, so one part of your life never blurs into another.
Fast transactions
Record income and expenses in seconds, whether you are at the counter or catching up later. Search, sort, filter, and page through your full ledger without losing the details that matter.
Reusable templates
Turn any transaction into a reusable template for rent, subscriptions, invoices, or any entry you make again and again. Next time, it takes a click instead of a full form.
Clear numbers
See income, expenses, and net balance for each workspace in a layout that is easy to scan. Your numbers update as you add transactions, so you always know where you stand.
One workspace for every part of your life
Everything you add lives inside a workspace. Switch between them in a click and keep household spending, business expenses, and side-project income in separate, clearly labeled spaces. Each workspace has its own accounts, ledger, budgets, categories, members, and totals.
- Create as many workspaces as your plan allows for home, work, projects, or clients
- Switch instantly from the top bar without losing your place
- Each workspace keeps its own accounts, members, transactions, and numbers
- Invite only the people who should see that part of your finances
Every account, side by side in one workspace
Add the accounts you actually use, such as cash, a bank account, or a card, and keep them together in a single workspace. Record each transaction against the account it belongs to, so your numbers match what is really happening.
- Add multiple financial accounts inside the same workspace
- Record each transaction against the right account
- See the full picture across accounts without switching apps
- Keep personal and business accounts in separate workspaces
A ledger that is quick to fill and easy to read
Add income or expenses the moment they happen, then let the ledger do the organizing. Your entries stay searchable, sortable, and paginated as they grow, so a busy month never turns into a messy spreadsheet.
- Add income and expenses in seconds with a focused entry form
- Search, sort, filter, and page through every transaction
- Save any transaction as a template for next time
- Keep a clean history you can revisit when you need detail
Turn any entry into a one-click template
Rent, subscriptions, invoices, the weekly shop: if you enter it again and again, save it once. Next time, pick the template and the form is filled in for you.
- Save any transaction as a reusable template
- Create, edit, and delete templates whenever you like
- Choose a fixed date or use the date you add the entry
- Cut a full form down to a single click
Set it once and let it repeat
Salary, rent, and subscriptions come around on a schedule, so your ledger can keep up on its own. Set up a recurring transaction once and stop re-entering the same numbers every month.
- Schedule income and expenses that repeat automatically
- Keep your ledger complete even on busy weeks
- Review and manage all recurring entries in one place
- Pair them with templates so setup takes seconds
Categories that match how you actually spend
Create your own categories for each workspace instead of squeezing life into a fixed list. Groceries and school fees for the family, software and travel for the business, all labeled the way you think about them.
- Create custom categories for every transaction
- Keep a separate set of categories in each workspace
- Rename and reorganize as your needs change
- Filter and review your ledger by category
Budgets that follow your real spending
Set a monthly budget and watch it fill up as you add transactions. Progress is worked out from the entries already in your ledger, so there is nothing extra to maintain.
- Set monthly budgets for the categories that matter
- See spent versus remaining, calculated from your transactions
- Keep a separate set of budgets in each workspace
- Spot overspending early instead of at month end
Manage money with the people who share it
Invite family members, partners, or teammates into a workspace and manage access from settings. Everyone sees the same up-to-date picture, while each workspace stays limited to the people you choose.
- Invite multiple people into the same workspace by email
- Manage members and pending invitations from settings
- Only people you invite can see a workspace
- Keep shared money organized without shared spreadsheets
And more
Small things that add up
The details that make daily use feel easy.
Net balance at a glance
See where you stand at a glance, without building or maintaining a spreadsheet.
Guided tour
A short walkthrough shows you around workspaces, transactions, and the main areas of the app on your first visit.
Built for sharing
Designed for households, partners, and small teams who need a shared view of the same numbers.
Compare
Which features come with which plan.
Every plan includes the essentials. Upgrade for more workspaces, sharing, and templates.
| Features | Free | Plus | Team |
|---|---|---|---|
| Workspaces | |||
| Workspaces | 1 | Up to 5 | Unlimited |
| Invite members | Not included | Included | Included |
| Manage members and invitations | Not included | Included | Included |
| Transactions | |||
| Income and expense tracking | Included | Included | Included |
| Search, sort and paging | Included | Included | Included |
| Reusable templates | Not included | Included | Included |
| Extras | |||
| Guided tour | Included | Included | Included |
FAQ
Feature questions.
Can’t find what you need? Reach out and we’ll help.
What can I track?
You can track income and expenses as transactions, all inside a workspace. Each workspace keeps its own records so you can separate different parts of your life.
What is a workspace?
A workspace is a separate space with its own transactions, accounts, members, and totals. Use one for family, another for a business, another for a side project, or however you want to organize your money.
Can I share a workspace?
Yes. You can invite people by email and manage members and pending invitations from workspace settings. Only people you invite can see that workspace.
What are templates?
Templates are reusable transactions. Save any entry as a template so repeating expenses, like rent or subscriptions, take a click instead of filling out the same form again.
Is there a tour?
Yes. A short guided tour walks you through workspaces, transactions, and the main areas of the app on your first visit.
Take control of your cash flow
Create a workspace, add your first transaction and take the guided tour.
- Free plan available
- Invite-only sharing
- Guided tour included