The app allows users to deposit checks, check balances, pay bills, and make transfers. Users can manage personal finances with budgeting, account aggregation, auto-categorization, and debt management.
The app provides insights into spending and offers cash-back rewards. It allows users to manage all financial accounts in one location with security measures in place.
The app offers interactive calculators for budgeting, mortgage repayment, student and auto loans, and savings and retirement. It is brought to users by the Web site, Financial Literacy.
Manage tax-favored benefit accounts with real-time balance and transaction views. Fund HSA from checking or savings. Access email alerts and contact administrator via email or phone. Use same login credentials as the online portal.
Scan receipts instantly with camera capture. Extract store name, date, and total via OCR. Organize using folders, tags, and categories. Search receipts by keywords or dates. Store and access all documents in one place.
Track income and expenses with customizable categories and emojis. Set goals and add multiple accounts. Scan receipts and attach photos, PDFs, or location data. Create recurring transactions and view interactive charts. Share accounts via iCloud.
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.