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Features

Everything you need to run your finances

Entifold connects to your financial institutions and keeps every part of your money together, up to date and easy to understand.

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Accounts and net worth

Every account and asset in one place, with your net worth always up to date.

  • Connect checking, savings, credit card, loan and investment accounts from your financial institutions.
  • Add homes, vehicles and other assets, and link a mortgage or loan to see your equity.
  • Balances update on their own, so your net worth is always current.
Accounts and net worth in Entifold

Transactions

Search, filter and categorize every transaction across all your accounts.

  • One list for every connected account, searchable by merchant, amount or date.
  • Change a category once and set a rule so future transactions follow it.
  • Get told about possible duplicate charges.
Transactions in Entifold

Budgets

Monthly budgets by category, with an alert before you go over.

  • Set a monthly amount for any category and watch your progress as you spend.
  • Get an alert at 80% and again when a budget is used up.
Budgets in Entifold

Bills

Upcoming bills found for you, with reminders before they're due.

  • Recurring bills are detected from your transactions. You can add others yourself.
  • Reminders before a bill is due, and a note when one is overdue.
  • A warning when your balance won't cover what's coming up.
Bills in Entifold

Subscriptions

See every recurring charge and what it costs you each month and year.

  • Subscriptions are detected from your transactions, so nothing slips by.
  • See the monthly and yearly cost of each one, and in total.
Subscriptions in Entifold

Savings goals

Set a target and a date, and track your progress toward it.

  • Create goals for anything you're saving for, and see how close you are.
Savings goals in Entifold

Reports Paid plans

Income, spending and cash flow over time, and a forecast of your cash.

  • Income, spending, cash flow, categories and top merchants for any period.
  • Cash and credit card balance history, day by day.
  • A forecast of your cash balance over the next 30, 60 or 90 days.
Reports in Entifold

Alerts

Low balances, large transactions and due bills, as they happen.

  • Set a low balance alert for any account.
  • Get told about any transaction above an amount you choose.
  • Choose which alerts also come by email.
Alerts in Entifold

Get your finances in one place

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