Track income and expenses with one-time or recurring transactions. Create custom categories and set budget limits. Establish income targets and view summaries in the home screen. Review detailed transaction records and sync data via iCloud.
Track expenses with a simple and intuitive interface. Set budgets for weekly, monthly, or yearly periods. Log categories and view detailed reports to monitor financial habits and stay within budget limits.
Deposit checks, transfer funds, check balance, pay
Deposit checks remotely and view pending transactions. Secure login with biometric authentication. Pay bills online and transfer funds using Zelle. Manage debit and card controls. Link accounts from other institutions and locate surcharge-free ATMs.
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Check balances and view transaction history. Add external accounts to track all finances. Transfer funds between accounts and member accounts. Make payments and pay bills. Deposit checks via photo. Send secure messages for support.
Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.
View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and make deposits via mobile check deposit. Lock or unlock cards manually. Access Zelle® for sending and receiving money.
View accounts at a glance and make person-to-person payments. Replace debit or credit card information easily. Navigate across devices and manage budgets with financial tools. Set alerts, control card access, and receive travel notifications.
Track income from multiple projects with detailed categorization. Record expenses for budget planning and financial organization. Log investment details to monitor performance and fund status. Generate statistical reports for financial analysis.