Set balances and receive alerts when balances drop below set thresholds. Add tags, notes, and photos to transactions. Make payments and transfer funds between accounts. Deposit checks by capturing images. Lock and unlock debit cards remotely.
by Sentry Credit Union★ 4.8422 ratingsFinanceFreeData updated 2026-09-06
Manage finances by aggregating accounts from multiple banks and credit unions into one dashboard. View transactions, add tags and notes, attach receipts and checks. Set alerts for account activity. Transfer funds, pay bills, and track spending.
Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set transaction alerts and manage account settings securely.
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and make payments to companies or individuals. Transfer funds between accounts and manage budgets.
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and schedule payments. Transfer funds between accounts. Manage bills and track spending patterns.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage budgets and track spending patterns.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Export statements and track account activity.
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.
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.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budget categories. Export statements and contact customer support directly.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check images. Set balance alerts and manage spending categories. Export statements and track financial goals.
Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and monitor spending patterns. View account details and transaction history.