Enjoy having your account data from most financial institutions all in one place. Customize for easy identification. Quickly view balances at home or on the go.
View aggregate account transactions. Filter views and search by keyword or amount. Export data for tax or filing purposes.
Create, customize and monitor spending categories. Change dates and filter by categories or transactions.
Easily track progress on a monthly basis. Categories start green, turn yellow as budget dollars are spent, then turn red when budgets are reached or overspent.
View spending and income over time by category. Filter views and change date ranges.
Manage a debt plan using aggregated accounts. Project payoff dates and prioritize payment schedules based on your needs.
Visualize your net worth over time using custom date ranges. See how changes to certain transactions or categories affect the outcome.
Set, customize and manage goals on a timeline. Link goals to accounts or categories. Change goals at any time.
Identify recurring transactions to show trends clearly. See the impact of these trends to help plan for future expenses.
Available alerts include: