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 by photo.
Manage finances by aggregating accounts from multiple banks and credit unions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for spending thresholds and account activity.
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive security alerts.
Check balances, make transfers, pay bills, deposit
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks by photo. Locate branches and view account details. Transfer funds between accounts.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills and view payment history. Locate nearby branches and ATMs.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending thresholds. Transfer funds between accounts. Pay bills directly.
Manage accounts, view transactions, transfer funds
Check account balances and view recent transactions, including check images. Transfer money between accounts. Deposit checks by snapping photos and review deposit history. Pay bills and view bill pay history.
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. View account details and transaction history.