Accounts
View all your accounts, including linked external accounts. Change account name, type and interest rate, as well as credit limit and original balance. Manage alerts, exclude the account, mark accounts as duplicate and view historical balances.
Spending
See spending categories over a defined range, view income sources, and drill down to subcategories and transactions.
Budgets
Create custom budget categories, change allocated amounts, view historical budgets, and change projected income.
Goals
Create and manage goals with custom names, timelines, and internal or external accounts.
Trends
View spending over time and drill into transaction details.
Debts
Build a debt plan to project and prioritize debt payoffs. View balances, APR, last payment date and minimum payment.
Net Worth
See net worth over time, and how transactions affect overall net worth.
Cash Flow
Identifies recurring deposits and payments to show spending trends in a clear, simplified view.
Alerts
Receive text and email alerts including: Exceeded Budgets, Debt Payment Reminder, Low Account Balance, Large Deposit, Large Expense/Withdrawal and Fee Charged.
