Boreal Client Portal vs Cashya

This Mobile App allows you to view account information, balances and easily contact your advisor

Where does your money really go? Cashya shows not only how much you spend — but whether it’s for essentials or luxury. Simple to use, powerful in analysis and completely private. QUICK ENTRY Record transactions in seconds. Category, subcategory, amount and date – done. Optional: - Notes - Tags - Time MUST · SHOULD · LUXURY The core feature of Cashya: Every subcategory is automatically linked to a priority. Rent is a must. A concert is luxury. Instantly see: - where your money really goes - which expenses truly matter - where you could save ACCOUNTS & WEALTH Want to track more than just income and expenses and also keep an eye on your account balances and overall wealth? Optionally enable account management and manage one or multiple accounts directly in Cashya. With account management enabled, you can: - keep track of your account balances - analyze how your wealth develops over time - view multiple accounts together - record one-time and recurring transfers between accounts If you don’t need account management, Cashya remains a simple and streamlined expense tracker. POWERFUL ANALYTICS - Cashflow overview with income, expenses and balance - Interactive category breakdowns - Priority-based spending analysis - Monthly, quarterly and yearly comparisons - Spending trends over time - Tag-based analytics - Cumulative cashflow tracking - Wealth overview and wealth development with account management enabled RECURRING TRANSACTIONS Add rent, subscriptions and recurring payments once. Cashya automatically includes them in all reports. UNLIMITED CATEGORIES Create unlimited custom categories and subcategories with individual icons and colors. YOUR DESIGN, YOUR RULES - Dark Mode, Light Mode or automatic - Freely selectable accent colors - Optional glass effects - Home screen widgets YOUR DATA BELONGS TO YOU - All data stays locally on your device - Optional iCloud synchronization - Encrypted iCloud Drive backups (AES-256) - No ads - No tracking - No data sharing FREE VS. CASHYA PRO The free version allows up to 10 transactions. CASHYA PRO Try free for 7 days. Available as: - Monthly - Yearly (save 37%) - Lifetime Fair pricing with active ongoing development. Subscriptions renew automatically and can be canceled anytime in iPhone Settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/