My Money
The My Money tab allows users to link their real financial accounts and see their spending habits in a variety of charts and graphs. Click on any of the below tiles to learn more about each section of this tab.
The Budgets tab allows you to easily track your progress on your monthly budget. The bubbles will turn from green, to yellow, to red as you get close to or exceed your budgeted amount. Budgets
The Spending tab shows you an interactive chart of your monthly spending based on your linked accounts. View more information on the spending page. Spending
The Goals tab allows you to set and track financial goals - whether you are saving for retirement, college, or your next vacation. Goals
Accounts
The Accounts tab allows you to link your real financial accounts and see all your balances in one place. Once you link your accounts, your transaction data will feed into the charts and graphs on the other My Money tabs.
Transactions
The Transactions tab shows a full list of transactions from all of your linked accounts. It will highlight any upcoming subscription payments or duplicate charges at the top of the screen.
Trends
The Trends tab allows you to view your spending habits over several months.
Cash Flow
The Cash Flow tab will help you track your recurring cash events and prepare for upcoming expenses.
Net Worth
The Net Worth tab allows you to view your net worth overtime.
Investments
The Investments tab allows you to view your linked investment accounts, as well as several charts and graphs to help you analyze your current portfolio.