Everything you need to take control of your finances!
Bank transactions
Auto-sync transactions from your bank Paid
Upload CSV/OFX/QFX from your bank
Manually add, edit, delete transactions
Flexible categorization
AI powered auto categorization Paid
Rule based categorization + bulk apply
Manual categorization + self learning
Transaction utilities
Split transactions + advanced filtering
Search, sorting, undo/redo, shortcut keys
Bank reconciliation + export to CSV
Rule engine
Rule builder makes getting organized a breeze
Pre-processing and post-processing rules
Automatic rule creation based on your actions
Scheduled transactions
Plan and track recurring transactions
Combine rules & schedules
Link schedules from transactions
Budget planning
Powerful budget template builder
Proactive planning for the whole year
Budget generation based on past history
Budget tracking
Intuitive tracking with Budget, Actual, and Balance all in one place
Multi-month view allows easy comparison to past and the future
Budget rollover to account for unpredictable income / expenses in your overall plans
Reports & analysis
Visualize your financial progress & net worth through helpful reports and charts
Clearly see your financial snapshot, and gain insight into your money habits
Customizable reports to track the stats and trends that matter to you
"Before using Good Steward, I found budgeting to be a little bit overwhelming. But the app has truly made the process a lot easier... Also, I received a lot of support getting started... Seeing where my money is going and figuring out a plan on how I can improve my finances."
