10 Tips For Making Great Financial Habits in 2020 In order to reach the financial goals each of us set in life, it’s important to adopt supportive financial behaviors when dealing with money. The market’s best budget tracking tools can offer a great deal of help to consumers that have difficulties managing household finances. Fortunately, […]
Budget Tracker: 3 Tips to Save and Grow your Money For most people, one of the most difficult things about saving money is figuring out how to get the process started. Not only do you need to focus on managing and saving your funds, but you also need to decide on the best ways to […]
3 Tips to Control Impulse Spending Overspending has always been a big problem for consumers around the world. In some cases, the practice of spending too much money can happen intentionally, (i.e. during the holidays or when we splurge on a specific item). However, spending money when we can’t quite afford it can become a […]
Budget Tracker Tips: Using Credit Cards and Rewards Wisely As technology continues to dominate the world of digital finance, we can officially say that the days of relying only on cash or checks are over. These days, there is a number of reasons why paying with credit cards or an online wallet is far better. […]
U.S. Lending Crisis: Has Student Debt Threatened American Dreams of Home Ownership? For many recent graduates, the American Dream of home ownership has become a distant concept which may be unattainable in practical terms. Rising tuition costs in the United States have fueled a trillion-dollar crisis in student debt that is preventing more and more […]
Personal Finance: Building Wealth Through Digital Budgeting These days, tech and finance seem to be more intermingled than at any other point in human history. Surging valuations in the biggest tech companies (like Apple, Amazon, and Facebook) show that the dominant trends in the market will continue to be tied to the world of technology. […]
Retirement Planning: Money Strategies For The Long-Term One of the most challenging tasks in life is the process of retirement planning. There are many factors and variables which can lead to disaster if family savings are not properly protected. This means a little time and research can go a long way in helping us to […]
5 Important Ways Tech Has Changed Personal Finance The world of tech is changing every day. But, most of the time, we take it for granted. Here are five important ways that tech have changed personal finance – and make our lives easier in the process. Online Banking Withdrawals, transfers, deposits. Whatever you need, your […]
Over the last decade, the world of technology has grown in fantastic and innovative ways. In years past, it may have been difficult to fathom the truly global reach of companies like Amazon, Facebook, and Google. Today, these are the types of outlets that have extended our social reach and the breadth of our accessible […]
One of the problems when importing your transactions is that the payee name can be unique for each transactions with a reference number. You can fix this on the import by applying a rule that will convert the payee name to something more common (for example: Starbucks 33323151 would convert to just Starbucks). However, if […]
This tip is to help you quickly categorize uncategorized transactions to prepare for your taxes. First go to the My Transactions page and click “Transaction Search” at the top of the page. From the right side of the page, select the categories and change it to “No Category” Change “This Month” to “All” Scan through […]
When you first click on the balance account link either on the My Accounts page or under the account transactions on the My Transactions page, you are presented with 3 options: Balance only cleared or reconciled transactions Balance all transactions including unreconciled Reconcile all unreconciled transactions. The first option is mainly for users who write […]
