MoneyLens for families

One household view across every account, so groceries, childcare, the mortgage and the RESP all sit in the same picture.

What families use most

  • Household budgets with rollover for the categories that swing
  • RESP contribution and CESG grant planning
  • Shared goals: a down payment, a vehicle, a family trip
  • Net worth history across all household accounts in CAD
  • Alerts before a category runs out, not after