budgets, juggling between acts of spending & Saving • Aggregates financial accounts in one place: Banks, Credit cards, mutual funds & Stock trading accounts in one place. • Keeps all account transacDon live & Available. • Expense manager All expenses (Credit cards, debit cards & bank accounts) are automaDcally fetched & even categorized. – Pie Chart representaDon available. • Bill reminder, Auto pay • Personalized advisory – investment recommendaDon
– Cash, credit cards, loans & investment • Stay up to date on your money – automaDc alerts like bill reminders to your mobile phone or email • 128 bit SSL encrypDon – security of a bank – All data protected & validated by VeriSign & Truste
Create cash, credit or savings accounts • Quickly check your net worth in list of accounts Working with TransacDons • Register expenses & incomes or transfer money between accounts • Build in calculator • A_ach a receipt from photos Smart Budget • Helps stay away from debt • Create recurring budget & one-‐Dme budgets • Set alerts • Generate various reports
incomes & transfers • Instalment plans • Calendar of bills Be aware • Receive alerts • Quickly access forecast for any day of month Comprehensive reports • InteracDve charts – networth, payees, account balance, trends, forecast, compare budgets, categories, budget balance • Export to PDF or CSV for your accountant