MONEY MANAGEMENT OVERVIEW
Auto-generated budgets use averages from the last 90 days of transactions- the recommendation is to use the auto-generate option the first time you access ...
Thu, Apr 28, 2022 at 9:12 AM
Main Screen Provides a forecast visualization of Current Cash Available across the selected date range and according to the current account filter. Hover o...
Thu, Apr 28, 2022 at 9:13 AM
Overview Debts automatically pull in all your liability accounts Select the "Fastest Payoff" dropdown to change the payoff method to see how va...
Thu, Apr 28, 2022 at 9:14 AM
Overview Net Worth tracks the net sum of all your assets and liabilities over the past year. The dots on the graphs represent your net worth for each mo...
Thu, Apr 28, 2022 at 9:14 AM
Overview Select the date from the top navigation bar Filter Accounts to display or remove desired accounts You can toggle between Spending and Income ...
Thu, Apr 28, 2022 at 9:15 AM
Overview Top Navigation Bar Filter Accounts to select specific accounts Click the date to see a calendar or click the date dropdown to choose a specific...
Thu, Apr 28, 2022 at 9:16 AM