Product Features

• 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