Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add or manage payees for recurring payments.
View accounts, transfer funds, check cleared checks
View all accounts and cleared checks. Transfer funds between accounts. Receive notifications for account activity. Access transaction history and manage bill payments. Lock accounts remotely.
The app allows clients to check balances, make transfers, pay bills, and deposit checks remotely. Users can manage funds by transferring between banks and view bill payment history.
Track income and expenses using hashtags to categorize spending. Create multiple account books by theme like "meeting" or "travel". View monthly spending rankings and income details.
