Personal Finance

Personal Finance is a digital money management tool, integrated into Exchange OnLine and the mobile app, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

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Control your money. Don't let it control you.

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Get it Together

Add accounts from other financial institutions to get a complete picture of your finances. Personal Finance aggregates 10,000+ financial institutions, so you see transactions from ALL your accounts in one place.

Create a Budget

Make budgeting personal by tailoring a budget to fit your life with custom budget categories. Visualize and interact with your budgets in a more meaningful way; using "bubbles" to represent budgets allows you to quickly identify those that need the most attention.

Track Your Expenses

See where your money is going. Get powerful insights on where, when and how you spend. Personal Finance automatically categorizes and tracks spending from ALL your accounts. Graphs and charts help you identify your spending habits.

graphic of financial charts on various devices

Learn How to Take Advantage of Personal Finance.

To see the video full-screen, click on the four arrows in the bottom right of each video.

Accounts Tool Transaction Tool Spending Tool Budget Tool Trends Tool Debts Tool Net Worth Tool Cash Flow Tool Goals Tool

Accounts Tool

Exchange OnLine View

Mobile App View