Features

Features
🔄 Transaction Management
✅ Auto-Sync with SimpleFin – Automatically fetch bank & credit card transactions.
✅ Manual & Auto Sync – Choose between automatic updates or manual refresh.
✅ Split Transactions – Divide transactions into multiple categories.
✅ Auto-Categorization Rules – Set rules to automatically categorize transactions.
✅ Custom Categories – Create & manage custom spending categories.

💰 Budgeting & Planning
✅ Set Future Budgets – Plan ahead with monthly budget setting.
✅ Customizable Budget Templates – Personalize budgets for every month.
✅ Customize Budgets – Adjust and personalize budgets as needed.

📊 Analysis & Insights
✅ Daily Balance Tracking – View & analyze your daily balance trends.
✅ Account Management – View account balance & detailed account information.
✅ Spending Insights – Analyze spending across months, categories, subcategories, with custom date ranges.
✅ Paycheck Analysis – Track paycheck trends over time.

📑 Customization & User Control
✅ Flexible Sorting – Customize sorting on the account view.
✅ Mobile-Friendly UI – Optimized for smooth usage on all devices.

📂 Export & Reports
✅ Export Options – Download data in PDF, Excel, or CSV format.