Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for balance changes and manage spending.
by Summit Bank (CA)★ 4.967 ratingsFinanceFreeData updated 2026-09-15
Keep transactions organized by adding tags, notes, and photos of receipts and checks. Set alerts for balance thresholds. Make payments to companies or individuals. Transfer money between accounts. Deposit checks by photo.
Manage finances by organizing transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.
Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for account activity and monitor balances in real time.
