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Welcome

Accounts page

Link Accounts

Checking Account

Credit Cards

Dashboard

Assign Transactions

Bank Transactions

Credit Card Transactions

Credit Card Payoff System

Credit Card Tracker

Automation

Move Money

Organize page

Organize with percentages

Organize with schedules

Reports

Simplified Bookkeeping

Automation

Watch this video to learn how to automatically assign some or all of your transactions.

Follow this step by step guidebelow to learn how to automate some or all of your transactions.