Your personal AI financial coach. Get tailored projections, goal commentary, and spending breakdowns based on your real numbers - never generic advice. Lives inside AI Insights with three focused views.

Three tabs, one smart view. Overview shows your net worth trajectory, Spending breaks down your tracker habits, and Goals delivers AI commentary on every goal - including what it will take to reach it. All driven by your actual data.

Set a financial target and track it live. Link a goal to your total net worth, a specific account, a category, or your total debt. A progress ring shows exactly where you stand, and AI projects when you'll reach it based on your current pace.

Cancelled a subscription? Archive it instead of deleting. Archived items stay in your history but disappear from the active list - restore them any time, nothing is ever lost.

A redesigned Milestones page that tracks your wealth journey end to end. Build a daily streak, watch your Journey progress all the way to Millionaire, and unlock wealth tiers as you grow. Every milestone is date-stamped so you can look back and see how far you've come.

Export everything in a single CSV - accounts, entries, history, subscriptions, goals, and milestones. Import it back on any device. Cross-platform ready for when Android launches.

Track your wealth journey with daily streaks and tier unlocks. Every milestone from $1K up unlocks as you hit it, stamped with the date so you remember when.

In-app articles and guides on building wealth. Short, practical reads on saving, investing, and growing your net worth, added to over time.

Long-press any account and choose Opt-out Summary to exclude it from your Net Worth total. The account stays tracked, just not counted in the headline number.

A new home for everything you owe and pay regularly. See monthly subs, upcoming payments, and what's due soon, all on one screen with quick reminders. Currently in beta.

Optional crash reporting to help fix bugs faster. Anonymous device and crash data only, no balances, accounts, or anything personal. Toggle it off any time in Settings.

Your data, your control. iCloud Sync keeps everything safe across your iPhones, and you can export a full CSV any time for tax season, year-end review, or moving to another device. Where it lives, where it goes, and who sees it is always your call.

Track all your subscriptions and upcoming payments in one place. See what's due, what's overdue, and your total monthly spend at a glance.

Long-press any account to edit, archive, delete, or add it to a group. Grouping keeps related accounts organised under one label inside a category.

Personalize the whole app with Classic, Monochrome, Midnight, Matrix, Bloom, or the new Netvo theme. Every palette changes the treemap, categories, and accent color.

Long-press your net worth number on the dashboard to copy the exact amount to your clipboard - handy for logging, sharing, or pasting anywhere.

Your net worth shown as a colorful treemap. Long-press any tile to instantly see the accounts and amounts inside that category.

Swipe up on the Distribution screen to reveal a quick summary card - see your total categories and account count at a glance before diving into the treemap.