• Review personal transactions

  Approve, correct, or exclude personal transactions from the top-bar review chip.Few readers

• 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

• See personal cash flow and recurring bills

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

• Set savings and debt goals

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

• Set a personal budget

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