Final release

Your complete financial workspace

Move between everyday money management, long-term planning, reports and learning without re-entering the same figures.

Daily money

See today’s position, upcoming items and the next useful action.

Set category limits, compare actual spending and plan the month ahead.

Compare repayment strategies and track progress across every balance.

Manage savings pots, emergency cash and long-term projections.

Test scenarios, retirement, mortgage, goals and wealth forecasts.

Create printable reviews covering cash flow, debt, goals and net worth.

Find calculators, reports, guides and workspace pages quickly.

Review upcoming items, warnings and financial milestones.

Set yearly targets and compare them with recorded activity.

Add context to major decisions and financial changes.

Choose which information belongs on your Today screen.

Label and export personal, household, business and scenario plans.