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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.

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

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Image examples of charts in Personal Finance

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.

Videos showing how to use the personal finance tools in Exchange OnLine and in our mobile app
  Exchange OnLine View Mobile App View
Accounts Tool
Transaction Tool
Spending Tool
Budget Tool
Trends Tool
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Debts Tool
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Net Worth Tool
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Cash Flow Tool
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Goals Tool
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