Membership Features

Features

Account Summary: provides a summary of all the Linked Accounts with bank balances from those accounts (which could be from multiple banks).

Basic Financial Insights: provides a basic summary of your income and expenses by a defined period.

Detailed Financial Insights:

  • Provides in-depth financial tracking which includes a summary totalling the value of the Member’s income and expenses by a define period; and
  • Allows Member to click through and view their transactions by category, merchants and defined period.
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