Tech Tools to Help Grow Your Savings

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 […]

Applying a Category to Multiple Unique Transactions

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 […]

Categorizing Your Transactions for Taxes

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 […]

How “Balance Account” Works

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 […]