Award-winning money management
Money Management offers an easy to use, highly visual experience that provides a 360-degree view of internal and external accounts — from credit card providers, outstanding loans, transactions, and more.
Make more informed financial decisions with features such as:
See a single view of internal ‘hosted’ accounts, and external ‘outside’ accounts.
View all transactions and filter by account, date, category, keyword, or amount.
Review spending categories with drill downs into subcategories and transactions.
Auto-generate budgets based off past spending habits or create custom budget categories.
Track spending and income over time with subcategories that include transaction details.
Evaluate if overall net worth is trending up or down with monthly drill downs.
Project debt payoff dates and prioritize the completion of certain debts.
Create goals and associate them with a specific account and timeline.
Define alert thresholds by account and alert type.