Cashvelope Features Overview

Cashvelope offers a comprehensive set of features designed to help you take control of your finances. This page provides an overview of the key features available in the app.

Core Features

Expense Tracking

Easily record and categorize your expenses:

• Manual expense entry with customizable categories
• Receipt scanning with automatic categorization
• Recurring expense setup for bills and subscriptions
• Location-based expense tracking
• Multi-currency support

Budget Management

Create and manage budgets that work for you:

• Monthly, weekly, or custom period budgets
• Category-specific budget limits
• Visual budget progress indicators
• Budget rollover options
• Flexible budget adjustments

Envelope System

Implement the envelope budgeting method digitally:

• Create custom envelopes for different spending categories
• Allocate funds to each envelope
• Track remaining balances in real-time
• Transfer funds between envelopes when needed
• Shared envelopes for family budgeting

Financial Reports

Gain insights into your spending habits:

• Monthly spending summaries
• Category breakdown charts
• Income vs. expense comparisons
• Spending trend analysis
• Exportable reports in multiple formats

Advanced Features

Financial Goals

Set and track progress toward your financial goals:

• Savings targets with deadlines
• Debt payoff planning
• Visual progress tracking
• Goal prioritization
• Milestone celebrations

Bank Synchronization

Connect your bank accounts for automatic tracking:

• Secure bank connections with read-only access
• Automatic transaction categorization
• Account balance monitoring
• Transaction reconciliation
• Support for thousands of financial institutions

Smart Notifications

Stay on top of your finances with intelligent alerts:

• Budget limit warnings
• Unusual spending alerts
• Bill payment reminders
• Goal progress updates
• Financial insights and tips

Data Security

Your financial data is protected with industry-leading security:

• End-to-end encryption
• Biometric authentication
• Data backup and recovery
• Privacy controls
• No data selling policy

Premium Features

Upgrade to Cashvelope Premium for additional features:

Advanced Analytics

• Custom report generation
• Spending pattern analysis
• Predictive budget recommendations
• Net worth tracking
• Investment performance monitoring

Financial Planning Tools

• Retirement calculators
• Loan comparison tools
• Tax planning assistance
• Education savings projections
• Estate planning basics

Premium Support

• Priority customer support
• Personal finance coaching sessions
• Community access
• Webinars and educational content
• Early access to new features

Platform Availability

Cashvelope is available on multiple platforms:

• iOS App Store
• Google Play Store
• Web application (coming soon)

Next Steps

Explore each feature in detail by selecting from the menu on the left, or check out our Quick Start Guide to begin using Cashvelope right away.