Tracking bills and expenses
To track and organise your expenses, expense tracker applications link to your bank account and/or credit cards. This gives you a clear picture of your spending patterns.
When a loan's terms, including its interest rate, payment schedule, or other terms, are changed, this is known as a refinance. When borrowing rates drop, borrowers frequently refinance. Refinancing entails reassessing a borrower's or company's credit and repayment history.
Financial analysis is the process of assessing the performance and suitability of enterprises, projects, budgets, and other financial-related transactions. Financial analysis is frequently used to determine whether a company is secure, solvent, liquid, or profitable enough to justify a financial investment.
Account aggregation is a process in which data from many—or all—of an individual's or household's financial accounts are collected in one place. It is also referred to as financial data aggregation.
Categorization and budgeting
A list of recommended personal budget categories is a great place to start when creating a budget. ... Get Professional Personal Finance Advice.
Notifications and alerts
Alerts can help you stay updated about happenings during the working day that you want to follow. You can configure a series of alert rules to notify you when a batch task completes successfully, fails, or is cancelled.