Easy New Account Set Up
  • Easily set up your business and personal checking, savings, and credit card accounts in minutes.
Balance Your Checkbook
  • Manage all your personal account transactions in one place. Reconcile your bank statement in minutes. See all your balances for multiple accounts at a glance.
Track Cash Flow
  • Monitor your spending, track your business cash flow, and explore ways to save money.
Custom Reports
  • Use built-in reports to analyze your finances. From Expense, Payments, Cash Flow and Income, to Net Worth, Transaction Log, and Account Balances
Import Online Bank Data
  • Easily import your Quicken®, Microsoft® Small Business Accounting, Microsoft Money, and VersaCheck™ transactions.