Sync your accounts:Securely sync all of your bank accounts to pull in your balances and transactions.
View your balance history: We'll save a snapshot of your account balances and net worth each day so you can chart your progress.
Track real estate with Zillow: Track your real estate property values automatically by syncing with Zillow Zestimates.
Manually track any asset: You can manually add valuables, like art or collectibles, so you always have the complete picture.
Trigger a sync anytime: We sync your accounts automatically a few times a day, and you can trigger a sync yourself anytime.
Investment support: We'll sync your investment balances, and any holdings you have so you know how you're invested.