5. Getting the Big Picture a Snapshot at a Time

What You’ll Do

Set Up Alerts

Analyze Your Cash Flow

Analyze your Investments and Retirement Information

Track Investment Performance

Analyze Investment and Retirement Account Summaries

Analyze Investment and Retirement Performance

Analyze Your Property and Debt


All of your accounts are grouped into account types and housed in account centers: Cash Flow, Investing, and Property & Debt. The Cash Flow Center contains all your spending (checking), savings, and credit card accounts. In addition, your bills and scheduled transactions are housed in the Cash Flow Center. The Investing Center contains all your investment and retirement accounts. The last account center, the Property & Debt Center, ...

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