Everything you need

Powerful features designed to simplify complex family finances. Built for modern families who demand more.

Property Management

Track all your real estate assets in one place. From primary residences to rental properties and vacation homes, get a complete overview of your property portfolio.

  • Automatic market value updates
  • Rental income tracking
  • Maintenance scheduling
  • Insurance documentation
  • Property tax reminders

Vehicle Fleet

Manage your entire vehicle fleet effortlessly. Cars, boats, motorcycles—keep track of registrations, maintenance, and depreciation.

  • Service history logs
  • Registration renewals
  • Fuel expense tracking
  • Depreciation calculations
  • Insurance management

Expense Tracking

Automatically categorize expenses and identify tax-deductible items. Connect bank accounts for seamless transaction import.

  • Automatic categorization
  • Tax-deductible flagging
  • Recurring expense alerts
  • Budget planning tools
  • Receipt capture & OCR

Family Members

Manage each family member's financial profile, income sources, and access levels. Perfect for multi-generational households.

  • Individual income tracking
  • Role-based permissions
  • Allowance management
  • Financial education tools
  • Estate planning basics

Tax Reports

Generate comprehensive tax reports with a single click. Export ready-to-file documents for your accountant or tax software.

  • Automated categorization
  • Schedule C generation
  • Rental property reports
  • Capital gains tracking
  • CPA-ready exports

Document Storage

Securely store and organize all important family documents with intelligent search and automatic backups.

  • Unlimited document uploads
  • Smart search & tagging
  • Version history
  • Encrypted storage
  • Shareable collections

Security & Privacy

Bank-grade security with end-to-end encryption. Your family's financial data stays private and protected.

  • 256-bit encryption
  • Two-factor authentication
  • SOC 2 Type II certified
  • Regular security audits
  • GDPR compliant

Automations

Set up intelligent automations that handle repetitive financial tasks, from bill reminders to investment tracking.

  • Bill payment reminders
  • Investment sync
  • Net worth calculations
  • Alert configurations
  • Custom workflows

Access Control

Granular permissions ensure each family member sees only what they need. From view-only to full admin access.

  • Role-based access
  • Audit logs
  • Temporary sharing
  • Device management
  • Session controls