The accounts and transactions tab gives you a snapshot of your accounts enrolled, along with the details associated with that account such as: deposits, checks, interest earned, credit card activity, mortgage or rent payments, bill payments, interest earned, etc.   You can filter transactions by category, date, or account, and even establish subcategories to get more granular to understand where your money is really going.  

 

Keep track of things by including notes, and even take pictures of receipts (business expense reimbursement, or charitable contributions) and including with the transaction. 

 

Where possible, we pull in the interest rate for your credit card, mortgage, auto loan, etc.