Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive spending insights.
by Peoples State Bank of Velva★ 4.8131 ratingsFinanceFreeData updated 2026-09-06
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.
Check account balances and transaction history anytime. Add tags, notes, and photos to organize transactions. Make payments to companies or individuals. Deposit checks by photo. Set alerts and manage account settings remotely.
View all accounts and loans in one place with multi-account aggregation. Check balances, transaction history, and merchant spending averages. Manage personal finances securely and efficiently.
Set up balance alerts and customize notification thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture of both sides. Request debit card reissue or disable it remotely.
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.
Manage accounts with transaction tagging, notes, and receipt photos. Set balance alerts. Send payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.
Manage finances with transaction organization, including adding tags, notes, and receipt photos. Set account alerts for deposits or balance thresholds. Create debit card rules and alerts. Send money and make payments securely.
Set up alerts for balance thresholds. Make payments to companies or individuals. Transfer funds between accounts. Deposit checks by photographing the front. View account balances and transaction history. Manage savings goals and budgets.
View account balances and review transactions with tagging, notes, and receipt photos. Set balance alerts. Make payments and schedule transfers. Deposit checks via photo. Manage accounts and set up alerts for balance thresholds.
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 remotely.