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
Manage accounts, transfer funds, and monitor transactions
Manage bank accounts with transaction tagging, notes, and receipt/photo uploads. Set balance alerts. Access account balances, transfer funds, and pay bills. View transaction history and security features including multi-factor authentication.
View all financial accounts in one place with real-time balance updates and transaction history. Set spending goals, track expenses, and receive alerts. Securely manage bills and transfers across multiple institutions.
Manage finances with transaction organization, including tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer money between accounts. View account balances and transaction history.
Check account balances and manage accounts remotely. Pay bills, set transaction and balance alerts. Send money via Zelle® to contacts. Add tags, notes, and receipt photos to transactions. Transfer funds between accounts.
Track transactions with tags, notes, and receipt photos. Set balance alerts. Send payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. View account balances and transaction history.
Manage accounts with balance and transaction checks. Pay bills, deposit checks via photo, and set alerts. Track financial goals and monitor progress. Access checking, savings, CDs, money markets, loans, and lines of credit.
Manage finances with transaction organization, including tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.
View all financial accounts in one place with real-time balance updates. Transfer funds between accounts, set savings goals, and track spending. Receive alerts for transactions and account activity. Manage bills and view detailed transaction history.
Set balance alerts when funds fall below a specified amount. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture of front and back. Disable debit card remotely if lost.
Manage finances by viewing account balances and transaction history. Add tags, notes, and receipt photos to transactions. Set balance alerts. Make payments and transfer funds between accounts. Deposit checks via photo. Lock accounts remotely.