theVault makes it EASIER to manage money!!

theVault makes it easier to manage money, monitor spending or actually see where your money goes. If you want to save money, improve financial health and make financial management easier, this is great news for you.

 

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CONVENIENCE  |  SECURITY  |  SAVE  |  TRACK  |  GOALS  |  EARN  |  SAFETY

  • Convenience: Don’t have to login to multiple websites to view accounts; ease of account management
  • Security: Monitoring purchases and fraud mitigation tool
  • Save: Keep yourself on task to help stay on budget and save money
  • Track: Focus on items that you tend to overspend on every month (dining out)
  • Goals: Keep yourself accountable by setting goals in PFM, it will be easier to save and see progress
  • Earn: Position yourself well in the future by increasing assets based on calculation
  • Safety: Fraud mitigation, purchase notification(s)

 

Dashboard:

Account Aggregation - Add & update accounts

(including external accounts), edit/delete

Transaction Feed - Tagged transactions, split tagging,

search/advanced search, export transactions

Widgets - Visual snapshot of what’s

important to you (customizable)

 

 

 

Budget:

Create Spending target, view trends

 Cashflow:

Add income/bill, view other months

Goals: 

Add payoff/savings goal 

Alerts:

Add alert