- Expense and income tracking
- Seamless sync via iCloud
- Support for multiple accounts and transfers between them
- Edit or delete records, accounts, tags, parties, and groups
- Photo attachments
- Passcode protection
- Recurring records with rich frequency options
- History to view and adjust previous records
- Tags to organize records
- Ability to specify vendors/payees and clients/payers (parties)
- Groups to separate regular expenses from business or holiday trips
- Time of records is recorded
- "Refund" records
- Calculator
- Search
- Flexible, configurable reports
- Timeline bar graph reports for days, weeks, months, and years
- Structure of expenses and income, split by tags, parties, accounts, or groups
- Daily, weekly, and monthly averages
- Reports for particular hours
- Instant account balances
- Report filter presets
- Full support for over 160 world currencies
- Quick toggle between frequently used currencies
- Ability to analyze records in a spreadsheet using CSV export
- Backup and restore CashTrails data and settings.