Check balances, view history, transfer funds, contact
Check account balances and view transaction history. Transfer funds between accounts. Contact the credit union and locate ATMs and branches. Access account information via text if a smartphone is not available.
Track expenses and income with unlimited categories. Manage multi-currency accounts with automatic rate updates. Create budgets and projects. Generate reports. Backup data automatically. Access templates and use Apple Watch integration.
Scan to automatically extract and categorize expenses. Export data as PDF or CSV. Store documents in secure cloud folders. Share with others for group expenses. Split bills and track payments. Organize and manage financial records efficiently.