I've created my profile, now what?

Step 1: Add Your Accounts
Adding an account is the first step in the journey toward a brighter financial future!   It’s also simple and can be done throughout the program by ...
Mon, 1 Feb, 2016 at 12:08 PM
Step 2: Categorize Your Transactions
The key to successful account management is accurate categorization of your transactions.   You can categorize your transactions on the Transa...
Mon, 13 Oct, 2014 at 11:03 AM
Step 3: Setting Up Your Budgets
Our convenient, intuitive budgeting tools let you create any type of budget you require: income, spending, vacation, school—any budget need at all—for the...
Mon, 13 Oct, 2014 at 11:03 AM