Eclipse

Open Eclipse and start acting on your money in minutes. Link banks, cards, and brokerages securely; or drop in a CSV if you prefer. Create categories, set limits, and tell Eclipse which transactions to auto-tag using rules. The home view shows upcoming bills, recent charges, and a daily snapshot of cash on hand. Use the trend view to compare this week to last month, spot overspending early, and nudge limits with one tap. Schedule check-ins: a 5‑minute daily glance to verify new charges, and a 20‑minute weekly review to adjust categories, move surplus to savings, and log notes for anything unusual. Charts translate raw activity into clear patterns so you can decide what to cancel, postpone, or fund right now.

Handling reimbursements or team costs is just as direct. Capture receipts from your phone, assign them to projects or clients, and submit. Managers see a queue with statuses—submitted, in review, approved—plus policy flags for out-of-limit items. Automatic reminders chase missing documentation. You can bulk-approve recurring vendors, split a single receipt across budgets, or reroute items for a second look. Export a clean report to CSV or PDF for accounting, and keep an audit trail tied to each entry. If you operate solo, use the same flow to separate business and personal spend and keep taxes tidy.

Tax time stops being a scramble. Eclipse calculates estimated liability using current brackets and local rules, then shows how changes—extra contract income, retirement contributions, or charity—shift your number. Set quarterly targets, track payments, and attach statements for each period. A deductions checklist keeps common write-offs visible, and self-employed users can map expenses directly to categories used at filing. When you’re ready, export summaries your preparer can ingest, or keep them on hand for e-filing.

For your portfolio, connect accounts to see allocation, risk, and performance by account and across everything you own. Set a target mix; Eclipse highlights drift and suggests minimal trades to rebalance. Watch dividends, fees, and realized gains, and compare returns to simple benchmarks. Build what-if plans—move idle cash, raise emergency reserves, or schedule recurring transfers—and preview the impact on runway and goals. Cash flow forecasts blend everyday spending with investment contributions so you can decide when to buy, hold, or wait without guessing.