Features

One app for every part of your money.

From envelope budgets to branded invoices, MoneyMate replaces a folder full of apps and spreadsheets — for your personal life and your business.

✉️

Envelope budgeting

Set money aside per category and watch each envelope fill as you spend — green, coral, then red as you near the limit.

🏠 💼

Personal & Business spaces

Two isolated spaces in one app, each with its own envelopes, accounts, categories and reports. The UI recolours so you always know where you are.

🧾

Invoices

Create, send and track invoices. Mark them paid, and let overdue ones flag themselves automatically.

🎨

Invoice Studio

Put your logo, colours and template on every invoice so your business looks the part.

📸

Receipt scanning (OCR)

Snap a receipt and MoneyMate reads the amount straight into a record — no manual entry.

🔁

Recurring & bills

Automate rent, salaries and subscriptions with reminders you confirm before they post.

📦

Stock & inventory

Track a catalogue of items and quantities for your business, right alongside the money.

📊

Reports & export

Clear charts of where money goes, with one-tap CSV and PDF export for your records or accountant.

AI assistant

Ask questions about your money in plain language and get instant answers from your own data.

🏦

Accounts

Track cash, bank and wallet balances so you always know your true position.

☁️

Cloud backup & sync

Keep every device in sync and your data safely backed up.

📴

Offline-first & private

Your data lives on-device first. No ads, and we never sell your financial data.

See it for yourself.

Budgeting and envelopes are free. Upgrade to Pro any time.