Tutorials
Dashboard
The dashboard is an at-a-glance view of your overall finances. Information is aggregated from other financial institutions and all current balances are displayed in one place. Each transaction is tagged and classified, providing a comprehensive overview of all of your expenses.
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Tagging Accounts
Life Track automatically "tags" your transactions according to merchant category, but to get a more accurate financial picture, you can customize them specifically to you. You can choose to have all future transactions with that merchant tagged the same way.
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Cash flow
Cash flow helps you keep track of upcoming income and bills to determine how much cash is available to you in the coming weeks. This is calculated using the current balances of your accounts in conjunction with the upcoming income and bills that have been added.
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Budget
You can create spending targets for your variable expenses, like clothing and entertainment, by choosing a tag to track. You can track multiple tags within a single spending target. Fill in the rest of the form to provide a target amount (that you do not want to exceed) and choose to be alerted if you're in danger of going over.
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Goals
Goals are used to track the progress of your savings or debt reduction targets. You can create goals that track the balance of a specified account, or ones that track transactions with a specified tag. Name your Goal, choose the account or tag you'd like to track, followed by a goal completion date, as well as the target amount for the account/tag.
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