The Balance Sheet ($5/mo) outlines all of your asset holdings and outstanding liabilities, giving you a realistic view of your current financial standing. It includes a breakdown of current and non-current assets, total asset and liability calculations, and graphs to visualize your financial health.

The Credit Card Management report ($15/mo) consolidates all your credit card data in one place — including statement balances, minimum payments, due dates, available credit, credit utilization percentages, and suggested payment amounts. This helps you pay credit card minimum payments, statement balances or suggested payment amounts to remain in compliance with credit card companies and boost your credit score. Knowing the amount of available credit on each card helps users identify which cards are best for spending.

This service ($25/mo) projects your monthly variable spending by category — groceries, dining out, gas, and more. It helps you identify overspending habits and includes further analysis and suggestions to help you cut costs where it matters most.

Yes. The Subscription & Bill Planning service ($25/mo) tracks all of your fixed expenses in one document, including recurring subscriptions, and helps identify ones you may no longer need. It also calculates your total monthly fixed expense amount and flags yearly subscriptions.