Imports all your bank transactions safely and automatically, including those from loan, investment & retirement accounts. No need to jot it all down or save receipts
Categorizes all your transactions and puts them in one place. Know how much you're spending without jumping from website to website to add it all up
Puts your money to work. Creates a plan to pay off your debt or save for college or down payment
Power to help optimize your portfolio. Analyzes your portfolio by asset allocations, geographies, sectors & more. Shows your risk & return and investment performance over time relative to the market.
Minimizes taxes on your investments. Helps you get maximum tax benefits and prepares easy reports for tax time