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:
- Accounts: See a single view of internal ‘hosted’ accounts, and external ‘outside’ accounts.
- Transactions: View all transactions and filter by account, date, category, keyword, or amount.
- Spending: Review spending categories with drill downs into subcategories and transactions.
- Budgets: Auto-generate budgets based off past spending habits or create custom budget categories.
- Trends: Track spending and income over time with subcategories that include transaction details.
- Net Worth: Evaluate if overall net worth is trending up or down with monthly drill downs.
- Debt Management: Project debt payoff dates and prioritize the completion of certain debts.
- Goals: Create goals and associate them with a specific account and timeline.
- Alerts: Define alert thresholds by account and alert type.
