Connected accounts
Review balances and recent account activity in one place.
Connected finances, kept clear
Bring accounts and transactions into one calm view, then separate Personal, Business, Joint, and custom finances with profiles that stay organized.

What it brings together
Secure bank connections, reusable rules, and separate profiles help turn a long transaction list into a view you can act on.
Review balances and recent account activity in one place.
Apply repeatable categorization rules to future transactions.
Keep different areas of your finances distinct under one login.
Designed for focus
Scan accounts, review activity, and move between financial profiles without losing context.



Find account, subscription, bank connection, and privacy help.