• Add a personal workspace and your accounts

  Add a personal workspace for your own money, then add cash, investments, a house, and loans.Few readers

• Set savings and debt goals

  Save up or pay down with targets that sit on top of your real balances.Few readers

• Review personal transactions

  Approve, correct, or exclude personal transactions from Needs attention.Few readers

• Track personal investments

  An investment account (a brokerage, IRA, or 401k) counts toward your net worth like any other account. There are two ways to add one: Connect brokerage links your brokerage. Its accounts and holdings come in on their own. Add manually is for an account you track yourself. You type its value. Add each account one way only. An account that is both linked and typed in counts twice in your net worth. Link a brokerage Open All pages in the left sidebar, then under **InsigFew readers

• See personal cash flow and recurring bills

  See money in and out, and confirm the bills that come back every month.Few readers

• Set a personal budget

  Plan income, fixed, and flexible spending against what you actually spent.Few readers