Plan ahead & look back

Two ways to see past today: a projection of where your money is heading, and a recap of where it just went.

Where this is heading

Project your net worth years ahead and try what-ifs, like saving a bit more each month or retiring at a certain age. The projection runs on your own accounts, loans and retirement balances, entirely on your device.

Your year in money

A story-style recap of your month in five scenes: what you saved, your savings rate, your biggest category, and how spending moved against the month before.

Subscription costs

Your recurring expenses ranked by how much they cost per year, with a yearly total. Find it in Bills & Subscriptions.

Money Coach

An optional on-device AI card that celebrates your wins and nudges you gently. Add it from the dashboard’s Customize screen.

Financial Health Score

The score now explains what changed since you last looked, and which part of your finances moved it.