Accounts – Get a consolidated 360° view of your finances from a single dashboard by adding your accounts from almost any financial institution. Select the "+Add Account" button to get started!1
Transactions – Transactions from all of your accounts are automatically categorized for your convenience and you can also customize the assigned categories at any time.
Spending – See how much you have spent on pretty much any category and easily visualize your spending to see where you’re succeeding and where you can improve.
Budgets – Track how close you are to hitting your budget throughout the month. MoneyMap automatically creates budgets based your spending behavior over the last 90 days and Budgets are customizable at any time to suit your situation.
Trends – The Trends tool provides a simple, easy to follow visualization of your financial history so you can see if you’re living within your means and where you can improve.
Debts - View all your outstanding debt in a single view, and calculate different payment options and the impact, in order to make the best decision for your situation.
Net Worth – Determine your actual net worth by adding as many accounts as possible, including your property and debts. MoneyMap will calculate your net worth and automatically update it as you spend, get a raise or pay off loans.
Goals – Easily manage your goals like saving for retirement, paying off a car loan, and more by visualizing them on a simple timeline. Your progress will automatically update as you put money into a savings account or pay off a debt.
Cash Flow - The Cash Flow tool combs through your transactions to help you understand your historical spending and predict future spending. See when money comes and goes so you can be an excellent financial planner.
Getting Help – Get an overview of how to use each feature and find answers to frequently asked questions by clicking on the question mark icon in MoneyMap.