Finance

Your money, next to the rest of your life.

Axis keeps net worth, cash flow, budgets, bills and investments on the same surface as your calendar, so a due date shows up where the week is planned. Connect your banks, cards and brokerages through Plaid and they sync themselves — or add anything that can’t be linked by hand.

• Banks, cards and brokeragesLink an account through Plaid and balances, transactions and holdings keep themselves current. Manual accounts sit alongside for anything that can’t connect.
• Net worth and cash flowTrend by range, income vs. spending by month, and a Sankey of where the money went.
• Budgets that roll overMonthly, weekly or annual periods, parent-category rollups, an "everything else" line, and opt-in rollover.
• Bills on a calendarRecurring merchants detected conservatively, confirmed by you, and card due dates clamped to short months.
• Cards, splits, rules, exportPayoff math and fee-vs-value on every card. Split transactions, tag them, apply rules retroactively, export CSV.