Ever since the global financial crisis of 2008, it has become more important for households to protect savings and plan for the future. This means that we must manage our money in ways that are efficient and able to maximize the potential to accumulate savings over time. As with most things, the accumulation of wealth […]
The global financial crisis of 2008 has shown many American families that there is a true need to be prepared for unforeseen circumstances. Luckily, there are strategies families can use to create a buffer between your household and the world’s larger financial uncertainties. Here, we will look at some of the factors that should be […]
We’ve integrated a Kids Budgeting page to help parents teach kids about how to budget money. We will be continuing to update this page based on user feedback to make it as easy as possible for kids to understand. This is mainly a simplified version of our My Budget page with more visuals to make […]
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 […]
The housing market in the US continues to move ahead in its recovery and we are seeing more and more consumers looking to make real estate purchases. When you are looking to finance the American Dream, there are many options available to you. Purchasing a home gives a huge sense of accomplishment – however, not […]
Sure, there may be lots of reasons why we aren’t able to save as much as past generations. It could also be that we’ve been misinformed about what it takes to get ahead.
Here is a look at the 3 biggest lies you’ve likely been told about saving money and what you should be doing instead
