Money Management Features


See all your accounts, including those at other financial institutions.


Create a plan to manage your debt. Prioritize your payments and project payoff dates.


Filter by account or date. You can even mark tax deductible transactions throughout the year for easy tax filing.

net worth

View your net worth over time and see how certain transactions affect it.


Get a snapshot of your spending categories and income sources.


Create, manage, and prioritize your financial goals.


Create and track your budget. Bubbles help you understand the health of your budget instantly.

cash flow

Plan for the future by discovering how recurring deposits and payments impact your finances.


View your spending habits and income over time with helpful graphs.


Sign up to receive texts or emails when your account is low, a payment is due, or you’ve exceeded your budget.

Learn More With These Helpful Resources

Download our Money Management Guide.
Watch the video overview.

Get answers to frequently asked questions