Bubble Budgets

The simple, graphical way to visualize and interact with your budgets in a powerful way. Using bubbles to represent budgets allows you to quickly identify budget items that need the most attention. At a glance, you’ll be able to determine:

• If you’re over/under budget

• Spending progress

• Relationship to your other accounts and budgets

Expense Tracking

Strategic insight into where, when, and how you spend your money. Money Management automatically categorizes and tracks spending from all your accounts, so you always know exactly where your money is going. Unlike traditional spending pies, Money Management not only categorizes, but allows you to drill down and obtain deeper insights into your spending habits.

Debt Management

Money Management allows you to create a customized financial plan that helps you stay on track with a financial GPS that keeps you on the right path. You can also get step-by-step instructions on how to eliminate debt and maximize your income.

Net Worth

All of your assets and liabilities combined into a clear visual presentation that provides immediate and actionable next steps. Quickly determine if you’re moving in the right direction and if you’re meeting your goals.