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Money Management

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Money Management gives you the ability to:

View all of your financial accounts at one time, in one place.

Keep track of your transactions, across all of your accounts.

Watch your spending over a set time or by specific categories.

Set and manage your budget.

Look at your spending trends over set periods of time.

Maintain a debt plan, including projecting payoff dates and prioritizing the payoff of certain debts.

Watch your net worth over time and review how certain transactions impact your overall net worth.

Create goals and visualize them along a timeline.

Track cash flow based on recurring deposits and payments.

Receive alerts via text or email message based on your preferences.

If you have Money Management questions or would like more information, please contact us.