→ Monitor monthly and yearly income/spending/savings
→ Establish, adjust and monitor monthly and yearly income/spending expectations
→ Personalize budget : create/edit/view/remove spending/income categories and spending/income budgets
→ Create and monitor financial goals for debt reduction, for personal savings goal, etc...
→ Edit goal account selection (link one or multiple accounts to a goal).
→ Edit Goal Amount.
→ Access all account transactions in one place
→ Filter transaction by period / account / type / categories
→ Exclude transaction(s) from your budget calculations
→ Split transaction for more accurate categorization
→ Monitor investment accounts' performance over a specific time period
→ Select and monitor a group of investment accounts' performance over a specific time period