2. (NEAR) REAL TIME ELECTRONIC CHECKBOOK
Secure
Track expenses
Plan a budget
Set goals
Pay bills (new)
See credit score
See cash flow
See spending in each category
3. INVOLVED BUT WORTH IT…
The more accounts the better
Utilities
Checking/Savings
Credit Cards
Mortgage
Insurance
Investments
Cars
Taxes
4. TRACK YOUR FINANCES
Chart expenses over time
See biggest spending categories
Chart your budget
See your cash flow
Receive Alerts!
Low balances
Bill’s due
Interest rate changes