The data is safely secured at the users device and iCloud only.
- Lock Screen Widget
-- Quick launch
-- Transaction booking without unlocking the phone
-- Scan invoice QR Code [Taiwan only]
-- Mobile phone carrier barcode [Taiwan Only]
- Today View
-- Transaction mode for quickly managing daily income and expense
-- Investment mode for updating current asset market value, profit and loss
-- Refreshes share price every 5-10 sec to present up-to-date assets market value
- Calendar View
-- Bill due reminder
-- Book and trace repetitive transactions
-- Quick query for or copy transactions by date
- Transaction
-- Map function supports recording transaction location
-- Camera and photo album function facilitates credential management
-- Attach files for reference from File.app
- Balance View
-- Quick view of asset annual growth and assets-liability of the year
-- Link dividend income category with stock assets to have full view of asset value
-- Supports grouping different currency accounts by a main bank account
- Budget View
-- Various periodic budget and actual income/expense charts
-- On-screen calculator for analysis
- iCloud and Files
-- Data backup in the device and iCloud
-- Export CSV report and backup files by email
-- Import batch of transactions from CSV (From banks or other devices)
- Reports and Charts
-- Customized filtering function supplemented by on-screen calculator for analysis
-- Multiple filtering profiles for customized reports based on different selected conditions
Tax Analysis Tool
- Simplify your preparation for tax reporting
AI Search Tool
- Support your asset portfolio data research
[Taiwan Only]
- Mobile phone invoice carrier
- Scan invoice QR Code
- Automatic invoice award notification