Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and receive notifications. Manage budgets and monitor spending patterns.
Showing 921–940 of 1,000 ranked alternatives.
Rafael Soh
Track expenses, create budgets, set recurring payments
Track expenses with detailed breakdowns across different time frames. Create and manage budgets by category. Set recurring expenses with custom schedules. Sync data across devices using iCloud. Add custom reminders for entries.
Jack Henry and Associates, Inc.
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget categories and track spending. Receive alerts for account activity. Export statements and generate reports.
Putnam County National Bank
Aggregate accounts, track balances, view transactions
View all financial accounts in one place. Check balances, track spending, and monitor transactions. Set up alerts for account activity. Manage budgets and receive security alerts. Export statements and contact support directly.
TruPoint Bank
Access accounts, view balances, pay bills, transfer
Access accounts and view balances. Pay bills and transfer funds between accounts. Manage debit card settings and deposit checks via photo. Send money to people and transfer to external accounts. Secure with a 4-digit passcode or biometric.
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