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
Aggregate all financial accounts, including external ones, into one real-time view. Check balances, transfer funds, and pay bills. Set up alerts and manage account settings. View transaction history and access account statements.
View all financial accounts in one place, including external accounts. Check balances, track transactions, and set up alerts. Manage budgets, monitor spending, and access account statements securely.
Track transactions, add notes, and organize finances
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 via photo.
Set up balance alerts and customize notification thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture of front and back. Manage debit card settings and access monthly statements.
Check account balances and view transaction history. Deposit checks using a device. Pay bills and credit cards. Transfer funds between accounts. Access electronic statements. Locate nearby branches.
View all financial accounts from multiple institutions in one place. Track balances, transactions, and account activity in real time. Set up alerts for spending and balance changes. Manage budgets and view spending trends.
The app provides mobile banking access to account balances, recent transactions, fund transfers, and bill payments. Users can also locate branches and ATMs, and enroll in SMS alerts for notifications.
Manage finances by reviewing account activity, transferring money, and depositing checks. Set alerts for low balances and view monthly statements. Make payments to companies or individuals.
Check balances, transfer funds, pay bills, deposit
Check account balances, transfer funds between accounts, pay bills, and deposit checks via photo. Locate nearby ATMs and apply for loans. View transaction history and set account alerts.
View account balances and transaction history with check images and statements. Add accounts from other financial institutions. Transfer funds between accounts. Pay bills or individuals. Deposit checks via photo. Suspend or activate debit cards.
View all financial accounts in one place, including external institutions. Track balances, transactions, and spending patterns. Set up alerts for account activity. Manage budgets and set financial goals. Export statements and access customer support.