Powerful Features for Complete Financial Control
Easy Money Tracking combines smart budgeting with comprehensive wealth tracking. Here's everything you can do with our platform.
Smart Budget Management
Create spending categories, set monthly allocations, and track where your money goes. When connected via Plaid, transactions sync automatically so you can see your spending in real-time against your budget. Get alerts when approaching limits and identify spending patterns over time.
Bank Sync via Plaid
Securely connect your bank accounts to automatically import transactions for budget tracking. Plaid uses bank-level encryption and is trusted by millions. Your credentials are never stored by Easy Money Tracking.
AI Financial Assistant
Get personalized financial insights powered by AI. Ask questions about your spending patterns, get recommendations for saving more, and receive proactive alerts about your finances.
Net Worth Dashboard
See your complete financial picture at a glance. Track assets across retirement accounts, investments, savings, and real estate. Monitor liabilities and watch your net worth grow over time with visual charts.
Asset Organization
Track all your accounts in one place: 401(k), IRA, Roth IRA, HSA, brokerage, savings, checking, and custom account types. Organize by personal vs. business with our dual-mode system.
Liability Tracking
Manage all your debts: mortgages, car loans, student loans, credit cards. Track balances, interest rates, and monthly payments. See your progress toward becoming debt-free.
What-If Calculator
Simulate different financial scenarios. See how extra mortgage payments could save you thousands. Visualize the path to your savings goals. Make informed decisions with data.
Gamification
Stay motivated with streaks, challenges, achievement badges, and a progression system. Earn points for maintaining good financial habits and level up as you grow your wealth.
Personal and Business Modes
Switch between Personal Mode and Business Mode with a single click. Keep your personal and business finances separate but accessible in one unified dashboard.
Business Tools (Business Plan)
Professional invoicing, Stripe payment integration, double-entry bookkeeping, document storage, and team collaboration. Everything a small business needs.