This app aggregates all your financial accounts, including those from other banks, into one view. It helps you stay organized, make smarter financial decisions, and manage your personal finances with alerts, notes, and secure access.
3.36.0
July 29, 2026
Version 3.36.0 • Bug fixes and performance improvements
The app allows you to aggregate all your financial accounts, including those from other institutions, into a single view. This helps you stay organized, track balances and transaction history, and make smarter financial decisions.
Key features include multi-account aggregation, viewing transaction history and balances, setting customizable alerts for low funds or upcoming bills, adding tags, notes, and images to transactions for better organization, and locating ATMs or branches.
Yes, the app is described as a free mobile decision-support tool. While the app itself is free, it does mention having ads.
The app utilizes bank-level security, the same as used for Internet Banking, to protect your information. It also features a unique 4-digit passcode setting to prevent unauthorized access.
This app is designed for Bank of San Francisco Internet Banking users who want a convenient way to manage their personal finances by consolidating all their accounts in one place.
