Adding the Cash Analysis goal

You can add the Cash Analysis goal by clicking on the link to Add Your Bank Accounts from your Dashboard

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To use our Secure Import Process, click on the logo or search for your banking institution in our search box.

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You also have the option to Manually Report Your Bank Accounts.

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Once you've finished adding all your Bank Accounts, click on the link to Return to your Dashboard.

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Click on the link to View Details

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You have the option to manually change the thresholds for spending and emergency funds by clicking on the "Customize the spending and emergency cash thresholds" link if needed.

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Sign up to have us invest your idle cash and manage it for you, all for free.

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