Manage all your financial accounts, including those from other institutions, in one place. Organize transactions, set balance alerts, make payments, transfer funds, and deposit checks with a photo. Secure your finances with passcode and biometric login options.
3.36.0
July 15, 2026
Version 3.36.0 • Bug fixes and performance improvements
This app acts as your personal financial advocate, allowing you to aggregate all your financial accounts, including those from other banks and credit unions, into a single, easy-to-manage view. It provides tools to organize transactions, set alerts, make payments, transfer money, and deposit checks.
Key features include aggregating all financial accounts, organizing transactions with tags and photos, setting balance alerts, making payments, transferring funds between accounts, depositing checks via photo, viewing and saving monthly statements, and finding nearby branches and ATMs.
Based on the provided information, the app is free to use. There are no mentions of subscription fees, in-app purchases, or advertisements.
The app supports security features like 4-digit passcodes and fingerprint or face reader login on supported devices, indicating compatibility with modern smartphones and tablets that have these biometric capabilities.
You can use the app to get a consolidated view of all your financial accounts, track spending by adding notes and photos to transactions, receive notifications for low balances, pay bills or friends, move money between your accounts, and deposit checks remotely.
