Cash Flow

The Cash Flow tool allows you to view your deposit and spending history and predict future balances. You can add recurring bills and payments with several frequency options, including one-time, monthly, quarterly, and annual payments, and estimate the impact of a new recurring expense on your future available cash.

Note:  Your financial institution (FI) has a choice of two providers for Financial Tools: MX or Geezeo. This feature is only available to users with MX Personal Financial Management. To learn more, see Determining your Financial Tools provider.