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Personal Finance is a tool that lets you easily and securely view your accounts from multiple institutions in one place allowing you to develop improved insight into your full financial life.
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Click here to view Personal Finance's Frequently Asked Questions.
Learn to add external accounts, change account name, account type, interest rate, and account purpose (business or personal). See all of your accounts in a single view.
You can view your transactions by account or date range, and categorize and search by keyword or amount. View all of your internal and external account transactions under the “Transactions” tab.
See an overview of your spending for a defined date range. You can change the date range, see your income sources, and drill down to subcategories and transactions.
Create custom categories, view your previous budgets, and even change the amount of money allocated for your budget. See your data on a monthly basis.
Get an overview of your spending over time. Utilize the subcategory views to see transaction details and track your income.
Manage your personalized debt plan, project debt payoff dates, and prioritize those payoffs. You can also view balances, annual percentage rate (APR), last payment date, and minimum payments for your liability accounts.
See a snapshot or take a deep dive into your net worth over time and see how certain transactions affect your overall net worth.
View and manage your goals in a timeline. You’ll learn to create, name, and associate a goal with an internal or external account. You can also change the goal amount, priority, and total amount available.
Set up email notifications based on your preferences. Learn to enable, change, or disable alerts.
See how Personal Finance can provide an overview of all your accounts and help simplify your financial life.