Dashboard — Your finances at a glance
See a real-time summary of your finances. Account balances, spending charts by category, due date alerts, and goal progress indicators — all on the main screen.
Personal Finance
Complete control of your financial life. From monthly budgets to long-term investments.
Day-to-day control
Bills to Pay — Never miss a due date
Register all your bills, set due dates, and receive automatic alerts. Filter by status (pending, paid, overdue) and have full control of your financial commitments.
Receivables — Track your income
Record salaries, freelance income, earnings, and any money coming in. Know exactly how much to expect and when.
Bank Accounts — All accounts in one place
Register your checking accounts, savings accounts, and digital wallets. View consolidated balances and transaction history for each one.
Transfers — Move between accounts
Record transfers between your bank accounts. Keep each account balance always updated automatically.
Financial Calendar — View by date
See all your financial commitments in calendar format. Quickly identify days with multiple due dates and plan ahead.
Planning
Budget — Plan your monthly spending
Set spending limits by category and track in real time whether you're within budget. Get alerts when approaching the limit.
Categories — Organize your expenses
Create custom categories and subcategories. Know exactly how much you spend on food, transportation, leisure, health, and more.
Financial Goals — Reach your objectives
Set savings goals with deadlines and target amounts. Track progress visually and stay motivated to keep saving.
Wealth & analysis
Cash Flow — Clear income and expenses
Complete report of financial transactions. View trend charts, compare periods, and project the future of your finances.
Investments — Track your portfolio
Record your investments (fixed income, stocks, funds) and track your wealth growth over time.
Vendors and Clients — Complete history
Register people and companies you have recurring transactions with. Access the payment and receipt history for each contact.