Setup
One-time setup enables Ease to automatically collect and organize your financial data. (Rest assured that your data is kept private and secure.)
All Your Accounts In One Place
Add your bank, credit card, and loan accounts. Ease automatically downloads transactions from over 11,000 banks in the U.S.
Ease also supports cash accounts. Cash transactions must be added manually.
Include Your Small Businesses
If you have small businesses, you can track your business transactions and cash flow in Ease alongside your personal finances. Add each business to your Ease subscription, and customize the business categories as needed.
Custom Categories
An Ease subscription starts with standard categories, which can be modified as needed. Ease learns which categories to assign to new transactions and updates categories automatically.
Add Details At Any Time
Transaction Information
Want to enter a quick note or voice memo about a purchase? You don't have to enter all the details - Ease will fill in the blanks when the transaction is downloaded from your bank.
Offline for a minute or a day? No problem. You can still add, edit, and search recent data; it will be synced when you're back online.
Stay On Top of Your Finances with Smart Microtasks
Ease handles most updates automatically. For everything requiring your attention, Ease maintains a prioritized list of microtasks.
Microtasks make it easy to see what needs your attention, and they minimize the time to done
. With Ease, a few minutes a week is all that's needed to stay on top of your finances.
Comprehensive Search and Reporting when you need it
The single search box for your finances
Find anything in your financial universe by searching in a single search box. Search for accounts, categories, payees, transaction totals, comments, or even the contents of receipts.
Need a receipt for a return or warranty? Not sure where you bought something? Find it in an instant in Ease.
View and Export Tax Return Data
At tax time, Ease provides tax reports for the tax year, and can export to common U.S. tax software.
Cash Flow Insights
Cash flow reports make it easy to see where money went during any period.
Ease provides overall personal cash-flow reports and breaks out cash flow for small businesses and rental properties.
Spreadsheet Analysis
Analyze the data you've stored in Ease using Spreadsheet programs like Microsoft Excel® and Google Sheets.